- Acquire recent-to-bank Premium Savings and Current Account customers through open-market sourcing.
- Build and manage relationships with high-value customers.
- Ensure KYC/AML compliance and complete customer onboarding.
- Activate customer accounts and encourage regular transactions.
- Maintain Average Quarterly Balance (AQB) in customer accounts.
- Cross-sell banking products such as:
- Credit Cards
- Personal Loans
- Home Loans
- Loan Against Property (LAP)
- Insurance
- Fixed Deposits (FD)
- Mutual Funds and other investment products
- Generate business through references, market visits, and corporate leads.
- Achieve monthly targets for CASA acquisition, cross-selling, and customer activation.