Acquisition of CASA & liabilities a/c from cold calling, market reference, cross sell and selling third party products (life & health insurance, mutual funds SIPs)

Responsible for implementing sales and marketing activities within a branch in order to grow the Liabilities business and achievement of sales targets.

Ensure Liability acquisition targets are met by developing new relationships and leveraging existing ones within the customer base.

Responsible for acquiring recent customers through multiple channels – campaigns (in the vicinity), branch walk-ins, referrals from existing customers, through industry bodies and associations and through running industry

Achieving over all numbers and value targets as per scorecard.

Ensuring timely opening of accounts and giving smooth on boarding experience to NTB customers

Understanding of KYC, AML guidelines and complying with Bank policies and guidelines for the role and responsibilities.

Taking the responsibility of bank's information - No third party info disclosure, verbal, written, soft copy, mail any way.

📌 Bank Officer Branch Banking (Ghaziabad)
🏢 AU Small Finance Bank
📍 Ghaziabad