Acquire Current-To-Bank (NTB) business and HNI customers while deepening existing relationships to increase CASA balances and overall liability portfolios.
Drive sales through market references, cold calling, walk-ins, and field visits.
romote retail assets, third-party products (TPP) like mutual fund SIPs, life insurance, and health insurance to maximize wallet share.
Deliver tailored banking solutions, resolve client queries, and manage customer segment migrations in line with bank policies.
Ensure adherence to KYC (Know Your Customer) and AML (Anti-Money Laundering) guidelines, monitor potential problem accounts, and follow code-of-conduct policies
Consistently record all sales pipelines, client visits, and engagement metrics into the bank's CRM system.