Key Responsibilities
- Identify and acquire current clients through referrals, field visits, digital channels and networking.
- Generate, qualify, and convert leads to meet assigned monthly and quarterly acquisition targets.
- Conduct client meetings to explain products and services and complete onboarding processes.
- Assist clients with account opening, KYC documentation and compliance requirements.
- Build and maintain strong relationships with clients to encourage repeat business and referrals.
- Support branch teams, relationship managers and sales teams in achieving acquisition goals.
- Ensure adherence to company policies, internal processes and regulatory guidelines.
- Coordinate with internal teams to ensure smooth onboarding and timely service delivery.
- Track market trends, competitor activities and customer feedback to improve acquisition strategies.