Relationship Manager

1 day ago


Aalathur IE Chennai, India Veerwal Getwork Services Private Limited Full time ₹ 5,00,000 - ₹ 15,00,000 per year

Sr.Key Responsibilities1New to bank acquisition of high end current accounts through open market lead generation and closure of target CASA in a month Adherence to Bank policies and guidelines such as KYC & AML2Ensure successful onboarding of customer for a smooth transition to branch banking team. 3Activation of customer – Ensure that customer maintains required balances & starts transactions in his accounts (within M1 & Q1), 80% of customers to maintain specified AQB, 75% penetration of internet banking, 50% penetration of DSB. 4Activities for lead generation 5Cross sell – Lead generation/ basic enquiry, liaising with Branch Manager & product teams (RBL, trade, FX, CMS/DSB etc.) to offer right business solutions to the customer

Qualifications and Experience Requirement

QualificationsMinimumGraduate Preferred MBA + IRDA qualifiedExperienceEssential2-3 years of experience in New to Bank Current account acquisition with a bank, preferably in SME segmentMust possess good knowledge of commercial catchments and business segments for new to bank acquisition.Should know the local language.

Competency Requirements

Technical Skills

SkillAttributeComputer SkillsGood skills of Excel. Banking KnowledgeCandidates with basic knowledge of Business Banking, Trade/FX will be preferable.

Behavioural Skills

SkillAttributeCommunication SkillsGood written & verbal communication. Fluency in English (written and spoken) Presentable and with High Grooming standards



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