Business Acquisition
- Acquires new CA customers in the identified segment and reference generation from the specified catchment
- Maintaining good relationship with the customers through regular connects and prompt redressal of any queries / grievances
- Assists the Business Relationship Leader in catchment mapping & scoping exercise and provide regular feedback to BRL / BBL on opportunities / customer needs / competition benchmarking
- Ensures proactive registration & activation of acquired customers to direct banking channels
- Achieves and strives to exceed the defined targets of new customer acquisition month on month by analyzing transaction banking needs of the customers
Quality Focus
- Ensures compliance towards KYC and all operational risk parameters and with Banks policies and processes
- Ensures timely escalation of issues impacting business and appropriate solutions to address the concerns
- Ensures safety and security of Bank and customer's assets
- Ensures timely submission of MIS reports to relevant stakeholders
- Ensures sourcing of quality current accounts in terms of product mix, segments and constitution mix
- Abides strictly with the selling norms defined by the organization and adherence to guidelines by internal & external regulators
- Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year.
- Takes ownership of his/her own learning agenda by identifying development needs in consultation with the reporting manager and working towards bridging the gaps through various means which go beyond just training.
- Understands the competencies relevant to his/her role, and works towards displaying as well as developing these effectively.
- Keeps abreast of relevant professional/industry developments, new techniques and current issues through continued education and professional networks.
- Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager.
- Executes the established internal control systems and compiles relevant information for departmental audits, as necessary.
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