Key Responsibilities:
- Identify and acquire potential clients by generating quality leads through referrals, digital platforms, field activities and qualified networking.
- Conduct client meetings to understand requirements, present suitable financial products and services and successfully close onboarding processes.
- Collaborate with branch teams and relationship managers to support and achieve client acquisition and business growth targets.
- Assist clients with end-to-end account opening, KYC verification and completion of all required documentation.
- Maintain accurate and up-to-date client records, MIS reports and acquisition progress tracking as per company standards.
- Ensure strict adherence to internal policies, regulatory guidelines and compliance requirements throughout the onboarding process.
- Coordinate with internal departments to ensure smooth client onboarding, timely service delivery and post-acquisition support.