Job Summary
Acquisition of High-End Current / Savings Accounts through open market along with cross selling of other products of the Bank.
Job Description
- New 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 & AML.
- Ensure successful onboarding of customer for a smooth transition to branch banking team.
- 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.
- Activities for lead generation.
- 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.
Profile Description
- Minimum Graduate - Preferred MBA + IRDA qualified.
- Experience - Essentially 2-3 years of experience in New to Bank Current account acquisition with a bank, preferably in SME segment Must possess good knowledge of commercial catchments and business segments for new to bank acquisition. Should know the local language.
- Computer Skills - Good skills of Excel.
- Banking Knowledge - Candidates with basic knowledge of Business Banking, Trade/FX will be preferable.
- Communication Skills - Good written & verbal communication. Fluency in English (written and spoken).
- Presentable and with High Grooming standards.
About Company
Our client is a leading private sector bank in India offering a wide range of retail, commercial, and corporate banking services. It has a strong national presence with an expanding network across urban and semi-urban markets, focusing on customer acquisition, digital innovation, and financial inclusion. The bank emphasizes secured retail lending, sustainable growth, and cross-selling to strengthen customer relationships and profitability
