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 solid 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.