Acquire liability customers with focus on customers with trade and Foreign exchange transactions.
- Manage existing portfolio of liability customers with trade and foreign exchange transactions with the objective of providing superior service and deepen relationships
KEY RESPONSIBILITIES/CHALLENGES:
Acquisition:
- Participate in sales calls for acquisition of New to Bank liabilities relationships requiring trade and foreign exchange services, BIL and BWC
- Identify and generate prospect opportunities for acquisition of new customers.
- Design and execute customer events, industry meets and below the line activities for acquisition of new customers.
- Mapping and mining of databases of potential segments for acquisition.
- Identify and drive a robust customer referral program.
Portfolio Management
- Primary accountability for deepening values and fee generation from the portfolio by providing superior service to facilitate trade and Foreign exchange transactions.
- Client servicing through the Bank's - Outserve- mode with the aim of Customer delight.
- Implementing cross sell opportunities and ensure that SCB gets the maximum share of the wallet.
- Develop account plans for customer relationships with revenue and value-add objectives, to ensure monthly profit targets as agreed are met and exceeded.
- Contribute to the team's business plans for the expansion of business opportunities in strategic target areas.
Sales Management and Process adherence:
- Responsible to ensure that all new and existing customer documents are as per group standards on KYC .
- Awareness and compliance of all the policies and procedures issued in relation to money laundering prevention for customer transactions.
- Maintain proactive relations with all internal and external customers.
- Maintain standard MIS pack and follow the Sales Management Process.