Acquire new to bank SME customers by providing corporate banking solutions while maintaining high service standards.
Maintain complete customer profile including the risk profile, demographics and assets in the bank.
Enrich relationships and garner higher wallet share through customer engagement activities and increase customer stickiness by offering corporate banking products like Tax payment, Internet Banking, trade products, CMS etc.
Deepen the existing relationships by providing them Corporate solutions like Trade & Forex, CMS & SME Loans.
Identify potential customers who can be sold tailored products to enhance product penetration.
Acquire new customers by converting referral leads.
Achieve targets as assigned by the organization on a monthly basis.
Record and track all engagement activities through the CRM system.
Coordinate with Service Team to resolve any issue raised by the client.
Comply with KYC/SEBI rules, regulations, and legislation governing the Bank.
