New to bank acquisition of high end current accounts through open market

lead generation and closure of target CASA in a month

Adherence to Bank policies and guidelines such as KYC & AML

2 Ensure successful onboarding of customer for a smooth transition to branch

banking team.

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 teams

(, trade, FX, CMS/DSB etc.) to offer right business solutions to the

customer

Qualifications and Experience Requirement

Qualifications

Minimum Graduate

Preferred MBA + IRDA qualified

Experience

Essential 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.