Current Account Relationship Manager

SoftPath Consulting; Faridabad District, Gurugram District, Ahmedabad District; On-site; INR 300,000 - 600,000; Full time

Job summary

SoftPath Consulting is assisting in filling a banking sales role located in India. The position requires acquiring High-End Current Accounts and New-to-Bank PCA through market sourcing and lead generation, while meeting monthly targets and balance requirements.

The incumbent will ensure strict adherence to KYC, AML, and compliance guidelines in day-to-day activities, aligning with bank policies. Ideal candidates have 1-3 years of relevant New-to-Bank account acquisition experience.

Qualifications

• 1-3 years of experience in New-to-Bank Current Account acquisition with a bank.

Responsibilities

• Acquire High-End Current Accounts through open market sourcing and drive cross-selling of the Bank's business banking products and services.
• Acquire New-to-Bank High-End Current Accounts through lead generation and market sourcing.
• Achieve monthly acquisition targets, including Premium Current Accounts (PCA) and balance requirements.
• Ensure adherence to Bank policies, KYC, AML, and compliance guidelines.

Job description

Dear Candidate,

Please find the job details below:

Job location- Ahmedabad/ Gurgaon/ Faridabad

Role & responsibilities

• To acquire High-End Current Accounts through open market sourcing and drive cross-selling of the Bank's business banking products and services.
• Acquire New-to-Bank High-End Current Accounts through lead generation and market sourcing.
• Achieve monthly acquisition targets, including Premium Current Accounts (PCA) and balance requirements.
• Ensure adherence to Bank policies, KYC, AML, and compliance guidelines.

Preferred candidate profile

1-3 years of experience in New-to-Bank Current Account acquisition with a bank.

Regards,

Shivani

SoftPath Consulting