- Experience in banking with knowledge of CASA and portfolio management
- Drive branch operations and sales, acquire current liability accounts, generate leads, participate in local marketing, ensure KYC/AML compliance, and generate revenue from banking products
Role & responsibilities
- Actively participate in Branch operations and sales equally to ensure Branch sales target are met.
- Quality new acquisition of Liability CA/SA/SAL/TD from Resident/Non-Resident customers in the catchment.
- Generate leads through Catchment Working, Referrals and Working on the internal databases.
- Participate in Local Marketing promotional activities of the Branch for Business Acquisition and fully responsible to get Values in the Self sourced Accounts .
- Customers connect and visits per day while ensuring maximum knowledge sharing and understanding/recording the grievances with goal of providing solution.
- Adherence of KYC/AML in true spirit while acquisition of new accounts
- Optimum lead generation to ensure branch targets of lead conversion are met on monthly basis while also supporting the branch in physical visits to the customer/collection of documents.
- Monthly revenue generation from various bank products viz. UFD, Credit Card, Demat, Mutual Funds, SIP, Other Deposits and Life insurance.
Credit
Card, Demat, Mutual Funds, SIP, Other Deposits and Life insurance
Preferred candidate profile preferably from banking background.