Relationship Manager

Vrinda Global; Dadri, Ghaziabad District; On-site; INR 600,000 - 900,000; Full time

Job summary

Vrinda Global in India seeks a Relationship Manager - Premium Accounts for Branch and Business Banking. You will drive acquisition of high-end current accounts, onboard clients, and liaise with branches and product teams to offer business banking solutions.

The role requires 2-3 years in SME banking, strong communication in English and local language, and a focus on premium client service. Based in Dadri, Uttar Pradesh.

Qualifications

• Minimum Graduate with minimum 50% required.
• MBA preferred and IRDA qualification advantageous.
• 2-3 years of experience in New to Bank Current account acquisition.

Responsibilities

• New to bank acquisition of high end current accounts through open market lead generation and closure.
• Ensure successful onboarding of customer for a smooth transition to branch banking team.
• Activation of customer: ensure balances and transactions, AQB targets, and internet banking penetration.
• Lead generation activities and cross-sell of banking solutions with branch and product teams.

Skills

Excel

Banking knowledge

Communication skills

Education

Graduate with minimum 50%

MBA + IRDA qualified

Job description

Job Description
Functional DesignationRelationship Manager - Premium AccountsDepartmentBranch and Business BankingJobSales / AcquisitionLocation Reporting To Senior Relationship Manager - Premium Current Account

Position Purpose

Sr.Key Responsibilities1New 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 & AML2Ensure successful onboarding of customer for a smooth transition to branch banking team.
3Activation 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.
4Activities for lead generation
5Cross 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

Position Responsibilities

Qualifications and Experience Requirement

Qualifications MinimumGraduate with minimum 50% Preferred MBA + IRDA qualifiedExperienceEssential- 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.

Competency Requirements

Technical Skills

SkillAttribute Computer SkillsGood skills of Excel. Banking KnowledgeCandidates with basic knowledge of Business Banking, Trade/FX will be preferable.

Behavioural Skills

SkillAttribute Communication SkillsGood written & verbal communication. Fluency in English (written and spoken) Presentable and with High Grooming standards