Bright IT Global Solutions Private Limited
Location
Rajkot | India
Job description
Job Title Relationship Manager – Premium Accounts
Department Branch Banking
Grade Assistant Manager/ Deputy Manager
Location PAN India- As defined
Reporting To Branch Manager
A. Position Purpose
Acquisition of High-End Current Accounts through open market along with cross selling of
other products of the Bank.
B. Position Responsibilities
Sr. Key Responsibilities
1 New to bank acquisition of high end current accounts through open market lead
generation and closure, 45 CA in a month of which 2 should be PCA & IP of 3 lacs,
M1 MAB of 4 lacs.
Adherence to Bank policies and guidelines such as KYC & AML
2 Ensure successful onboarding of customer for a smooth transition to branch banking
team.
3 Activation 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.
4 Activities for lead generation
5 Cross sell – Lead generation/ basic enquiry, liaising with Branch Manager & product
teams
(trade, FX, CMS/DSB etc.) to offer right business solutions to the customer
Job tags
Salary
