About the role
Position Purpose
Acquisition of High End Current / Savings Accounts through open market along with cross selling of other products of the Bank.
Position Responsibilities
Sr. Key Responsibilities
- 1 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 (RBL, trade, FX, CMS/DSB etc.) to offer right business solutions to the customer
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