1. Understand associations, corporates, communities, Institutions needs and identify recent business opportunities from the targeted relationships. Building and developing relationships through personalized contacts and conducting outreaches.
2. Liaise across verticals for back end coordination of events
3. Plan and on ground execution of promotional and marketing activities and kiosk set-ups(With support from Marketing team & Branch Teams) to acquire new clients and deepen existing relationships
4. Generating leads & following up on conversion through communication with branches ; relationship management, microplanning and conducting webinars & corporate
presentations to generate prospective leads for the bank/branches
6. Creating plan for the coaching and training of staffs of the acquired key relationships to generate the leads.
7. Develop and curate strategies around identified opportunities based upon realistic assessments and consistently deliver against the forecasts.
8.
Perform activities such as application processing, adhering to banks policies and procedures, updating customer profile to ensure AML/ ATF polices are followed.
9. Update daily, monthly and annual sales MIS. Filing and maintenance of records and documentations
10. Render excellent service to the customers with a pleasant demeanor
11. Ensure coaching and training of staffs of acquired key relationships to generate the leads
12. Actively participate in specific projects/ new activities.
13. Participate in any activities in order to generate business or as assigned by the reporting authority.
14. Ensure all Bank's policies, corporate security policies, regulatory guidelines, Industry service standards and codes of conduct are adhered to