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 and Forex, CMS and 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
