Relationship Manager - Premium Accounts

RBL Bank; Mumbai; On-site; INR 500,000 - 700,000; Full time

Job summary

RBL Bank in Mumbai seeks a results-driven sales professional to acquire New-to-Bank High-End Current Accounts through lead generation and market sourcing. You will meet PCA targets and ensure KYC/compliance while onboarding customers.

You will promote digital channels, drive activation, and build strong relationships with local SME clients, leveraging knowledge of the local market and language.

Qualifications

• Graduate with minimum 50% marks.
• MBA and IRDA certification preferred.
• 2-3 years of experience in New-to-Bank Current Account acquisition in a bank.
• SME Banking experience preferred.
• Knowledge of the local language is mandatory.

Responsibilities

• Acquire New-to-Bank High-End Current Accounts through lead generation and market sourcing.
• Achieve monthly acquisition targets, including PCA and balance requirements.
• Ensure adherence to Bank policies, KYC, AML, and compliance guidelines.
• Facilitate onboarding and handover to Branch Banking teams.
• Drive account activation by maintaining required balances and active transactions.
• Promote digital banking channels (Internet Banking and DSB solutions).
• Conduct lead generation in assigned markets and catchments.
• Generate cross-sell opportunities for Trade, FX, CMS, DSB, and other banking products.
• Build relationships with customers and provide appropriate business banking solutions.

Education

Graduate with 50% marks

MBA

IRDA certification

Job description

Key Responsibilities

• 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.
• Facilitate seamless customer onboarding and handover to Branch Banking teams.
• Drive account activation by ensuring customers maintain required balances and transact actively.
• Promote adoption of digital banking channels, including Internet Banking and DSB solutions.
• Conduct lead generation activities within assigned markets and business catchments.
• Generate cross-sell opportunities for Trade, FX, CMS, DSB, and other banking products.
• Build strong relationships with customers and provide appropriate business banking solutions.

Eligibility Criteria

Education

• Graduate with a minimum of 50% marks.
• MBA and IRDA certification preferred.

Experience

• 2-3 years of experience in New-to-Bank Current Account acquisition with a bank.
• Preference for candidates with SME Banking experience.
• Strong understanding of local business markets and commercial catchments.
• Ability to source and acquire quality business banking customers.
• Knowledge of the local language is mandatory.