Achieve allocated sourcing budget (New to Bank) in terms of numbers & value on a daily basis.
 Area mapping of the assigned area for identifying the potential of the area.
 Activity based lead creation for acquisition of NTB customers.
 Log daily leads in the lead management system
 Meet minimum 10 new customers daily and record DSR (Daily Sale Report) both digitally & physically.
 Smooth onboarding of new customers to bank by ensuring appropriate coordination with branch staff.
 Properly educate customers aboutscheme details / interest servicing / renewals.
 Maintain diary & always keep your appointed time & dates promptly.
 Understand products & prevailing industry practices and trends and suggestsystem /process changes
required, to respective verticals.