- Target relationships for new corporates mandates of Key Focus large corporates
- Conduct Joint calls with relationship Group RM /TLs, BU Heads, Product, Senior Leadership to facilitate acquisition of new key relationships and follow-ups
- He needs to understand & analyze the corporate requirements and suggest customized solutions to fulfill their short term & long term requirements
- To track competition offers during corporate visits & proactively recommend for review & revision to Product & MCC
- Work towards maximizing conversion of OPDT accounts (Senior Management) and increasing penetration
- Work towards maximizing the sale of Private Credit Card
- To explore other banking requirements and coordinate with other relationship groups to increase banking relationships
- Jointly review portfolio corporate with respective relationship RMs on a regular basis
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