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Mount Talent Consulting
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Urgent Requirement || RMPA Drive || Monday || Casa Sales

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

Mount Talent Consulting

2 - 6 years

2 - 6 Lacs

delhi delhi india

Posted:3 weeks ago| Platform: Foundit logo

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Skills Required

casa sales saving account current account sales officer current account rm current account

Work Mode

On-site

Job Type

Full Time

Job Description

Key Responsibilities

New to Bank Acquisition

Acquire 45 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.
13 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).

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