Key Responsibilities
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.