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

2 Adherence to Bank policies and guidelines such as KYC & AML. 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