Relationship Manager

Role & responsibilities

Acquisition of high-end Current/Savings Accounts through the open market, along with cross-selling other bank products.

Key Responsibilities

• New-to-bank acquisition of high-end current accounts through open market lead generation; closure of monthly CASA targets. Adherence to KYC & AML guidelines.
• Ensure successful onboarding of customers for smooth transition to the branch banking team.
• Customer activation ensure required balances and transaction activity within M1 & Q1; 80% AQB maintenance, 75% internet banking penetration, 50% DSB penetration.
• Drive lead-generation activities.
• Cross-sell via lead generation and liaison with Branch Manager & product teams (trade, FX, CMS/DSB, etc.) to offer suitable solutions to customers.

Qualifications & Experience

• Graduate; MBA + IRDA qualified preferred.
• 2–3 years' experience in New-to-Bank current account acquisition, preferably in the SME segment.

Good knowledge of commercial catchments and business segments for new-to-bank acquisition; knowledge of local language required