Related business – Diplomatic RM

Work closely with Diplomatic RM's on leads to 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,

Ensure quality of sourcing by acquiring Potential Insignia Clients.

Build a strong portfolio of PCA, EXIM clients with focus on client profitability.

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

Acquiring and managing both business individual (resident and NRI) clients

Increase product penetration and exit barriers, by cross- selling more number of products per

client

Performing Portfolio allocations, reviews & financial check-ups for each client at defined

frequency.

Collaboration with product specialists to ensure engagement of clients with superior and tailored

wealth management and business banking solutions.

Work in close coordination with Client Experience Manager's to deliver superior service to

clients.

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)

Ensuring adherence to Compliance processes and guidelines.

Reduce rejection rates and improve quality of documentation.

Ensuring 360 client engagement Total Client Ownership.