Relationship Manager

Key Responsibilities

1 New to bank acquisition of high end current accounts through open market lead

generation and closure, 4~5 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

(RBL, trade, FX, CMS/DSB etc.) to offer right business solutions to the customer