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.