Urgent Requirement || RMPA Drive || Monday || Casa Sales

Key Responsibilities

New to Bank Acquisition

• Acquire 4–5 Current Accounts per month through open market.
• At least 2 accounts should be PCA (Preferred Current Account).
• IP (Initial Payment) of ₹3 lakhs; M1 MAB (Monthly Average Balance) of ₹4 lakhs.
• Ensure KYC & AML compliance.

Customer Onboarding

• Ensure a smooth transition of new customers to the branch banking team.

Customer Activation

• Ensure customers start transactions and maintain balances (M1 & Q1).
• 80% of customers to maintain specified AQB (Average Quarterly Balance).
• 75% penetration of Internet Banking.
• 50% penetration of DSB (Digital Self Banking).

Lead Generation Activities

• Conduct activities for continuous lead generation.

Cross-Selling

• Generate leads and make basic enquiries.
• Coordinate with Branch Manager and product teams (RBL, Trade, FX, CMS/DSB).
• Offer customized business solutions to customers.

Qualifications and Experience Requirement

• Minimum: Graduate.
• Preferred: MBA + IRDA qualified.
• 1–3 years in New to Bank Current Account acquisition (preferably in SME segment).
• Good understanding of commercial catchments and business segments.
• Proficiency in local language required.

Technical Skills

• Computer Skills: Proficiency in Excel.
• Banking Knowledge: Basic understanding of Business Banking, Trade, and FX preferred.

Behavioral Skills

• Good verbal and written communication.
• Fluency in English (spoken and written).