JD for Relationship Manager- CASA/ Wealth
New to bank acquisition of high end current accounts through open market lead
generation and closure, 4~5 CASA 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
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
( trade, FX, CMS/DSB etc.) to offer right business solutions to the customer