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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