Acquisition of CASA & liabilities a/c from cold calling, market reference, cross sell
and selling third party products (life & health insurance, mutual funds SIPs)
Non Financial
Responsibilities
Responsible for implementing sales and marketing activities within a branch in
order to grow the Liabilities business and achievement of sales targets.
Ensure Liability acquisition targets are met by developing new relationships and
leveraging existing ones within the customer base.
Responsible for acquiring new customers through multiple channels campaigns
(in the vicinity), branch walk-ins, referrals from existing customers, through
industry bodies and associations and through running industry
Achieving over all numbers and value targets as per scorecard.
Ensuring timely opening of accounts and giving smooth on boarding experience to
NTB customers
Compliance & Risk
Responsibilities
Understanding of KYC, AML guidelines and complying with Bank policies and
guidelines for the role and responsibilities.
Taking the responsibility of bank's information - No third party info disclosure,
verbal, written, soft copy, mail any way.
Keyskills: banking sales casa sales retail banking
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