Position Purpose

Position Purpose: Key Job Responsibilities of JO/SO

Key Deliverables :

Meet the no. of accounts, productivity and CASA targets

Achieve FD nos. and value target

Ensure at least one FD in every NCA account within 60 days of account

opening

Understand customer needs and ensure no mis-selling

Zero Rejections

Meet the Fee Income target of his catchment

Adherence to policies and guidelines such as KYC & AML

Position Purpose

Position Purpose: Key Job Responsibilities of JO/SO

Key Deliverables :

Meet the no. of accounts, productivity and CASA targets

Achieve FD nos. and value target

Ensure at least one FD in every NCA account within 60 days of account

opening

Understand customer needs and ensure no mis-selling

Zero Rejections

Meet the Fee Income target of his catchment

Adherence to policies and guidelines such as KYC & AML

Position Responsibilities

Responsibilities:

• Catchment Mapping - Identify and map key areas which meet Ratnakar.
• Bank profile customers.
• Conduct activities and lead generation camps for fulfillment by self.
• Lead fulfillment for branch leads ( branches where JO and SE are present, the leads will be fulfilled by JO only)
• Maintain relationship with all new clients for further enhancement in value

Key Daily Activities

• Update DSR on a daily basis
• Conduct activities as per plan with BSM/BM
• Keep oneself updated with regards to changes in product features, fixed deposit rates etc.
• Monitor and report on the activities of competitors and potential collaborators and to identify business opportunities and threats.