- Responsible for managing CASA TASC value-growth
- Acquiring the high-value CASA relationships of the Trustees
- Cross-Sell of CMS products in the groups
- Deepening & Up-Selling on key CA-led relationships to achieve Goal sheet targets across CASA Value, Tfx income, BB, CMS, LI, MF, Locker, NTB Acquisition & other products for SA of AUS
- Seek references from existing clients to generate prospect list for New to Bank acquisition
- To provide a differential customer experience that supports our value proposition & also ensure maintenance of minimum threshold and retention of business customer
- To understand and maintain details regarding nature of business and business model to extract existing and potential opportunities as well as any potential risks
- Position our value proposition linking benefits to the customer's key business requirement / issues
- Ensuring the processes are understood & the same is carried out in regular functioning
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