Q
Relationship Manager - Premium Acquisition / Wealth / Current Account / Senior RM
Mumbai, Maharashtra, India · Full Time
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- Experience
- Any
- Salary
- INR 500,000 – INR 1,500,000 / year
- Openings
- 1
- Posted
- 1 hour ago
- Work mode
- In office
- Education
- Any graduate
- Eligibility
- Any Graduate
- Resume
- Required to apply
Where you'll work
Job description
About the Role
This opportunity is with a leading bank seeking experienced Relationship Managers for premium acquisition, wealth management, and current account management roles based in Mumbai. Candidates will focus on acquiring high-end current accounts from the open market, along with cross-selling a comprehensive range of banking products.
Key Responsibilities
- Acquire 4–5 high-end current accounts monthly, ensuring at least 2 accounts are Premium Current Accounts (PCA) with an individual portfolio (IP) of 300,000 INR and monthly average balances (MAB) of 400,000 INR.
- Strictly adhere to bank policies related to KYC (Know Your Customer) and AML (Anti-Money Laundering) compliance throughout acquisition and onboarding processes.
- Facilitate smooth transition and onboarding of customers to the branch banking team to guarantee seamless service.
- Ensure customer activation by encouraging account balance maintenance and initiating transactions within the first month (M1) and quarter (Q1).
- Maintain 80% of customers at specified average quarterly balances, with 75% adoption of internet banking and 50% usage of digital statement banking (DSB).
- Generate leads through various activities and liaise closely with branch managers and product teams to cross-sell relevant banking solutions such as trade finance, foreign exchange (FX), cash management services (CMS), and digital settlement banking (DSB).
Candidate Requirements
- Applicants must hold a graduate degree.
- Proven experience in bank relationship management, specifically in acquisition of high-value current accounts and wealth management is preferred.
- Familiarity with banking regulations, KYC and AML procedures, and financial products like CASA (Current Account, Savings Account), HNI (High Net-worth Individual) servicing, and NRI accounts.
Additional Information
Interested candidates should contact Mahek at 022 40697707 or 9137263337 and send updated CVs to quotientconsultancy@gmail.com.
Skills
Work styles they’re looking for
Teamwork
Attention to Detail
Communication Skills