Job Description
Responsible for CA Numbers Acquisition.
Cross -sell income target achievement of Self, CAAM& CSOs for SME Branch.
Focus on Generating / Sourcing Unique Trade Customers in the catchment assigned.
Work closely with Branch Managersto drive achievement of CA NAV / Numbers / Cross Sell Income targets of Self, CAAMs & CSOs.
Lead generation for Business Assets [Fund Based and Non Fund Based] through EEG, BBG, LAP, ECG& BL Daily tracking of Lead Generation / Conversion/ Product Mix for CAAM & CSOs.
Responsible to ensure Customer On-boarding/Process Adherence/Supervisory Reviews/Joint Calls, with adherence to Bank policies and guidelines such as KYC & AML/reduction of FTNR.
Skills
1. Sales and Influencing Skills
2. Banking Product & Process Knowledge
3. NRI Product and Regulatory Knowledge
4. Planning and Organizing Skills
5. Communication
6. Knowledge of Competition & Current trends in financial Industry.
