acquire new-to-bank business banking accounts with focus on premium ca, cms products
(pos, qr, ipg, api), tfx, sa, working capital finance and retail assets.
• develop new high net-worth customer relationships for retail liabilities & assets,
• target small and medium enterprises with sales turnover above 2cr, and casa float above
5lac.
• build a strong portfolio of pca, exim clients with focus on client profitability.
• acquire and build a portfolio of premium current accounts and exim clients and grow them
through multiple business banking products / cross sell.
• identification and development of new business segments and geographical areas to generate
business opportunities.
• enrich relationships and garner higher wallet share through customer engagement activities
and increase customer stickiness by providing corporate banking products like tax payment,
internet banking, trade products, cms etc
• working in a dynamic and fast paced environment with cross-functional teams to design,
collaborate and provide tailored solutions for customer needs.
• responsible for achieving the allocated targets pertaining to ca productivity and fee income
through trade & fx, debit cards and cms.
• ownership of self-acquired product portfolio, pricing, revenues (including fee)
• maintain working knowledge of the local market, its trends, its potential, competitors, premiere
service providers etc.
• act in accordance with all regulatory, compliance and kyc policies (both internal and external)
• record and track all engagement activities through the crm system.