Acquire & deepen accounts of Trusts, Associations, Societies, Clubs, Religious Institutions, and Educational Institutions etc. with a focus on quality of accounts
Identify prospective customers & convert them into real business opportunities
Deepen existing portfolio to ensure customer stickiness
Meeting targets to achieve the annual business goals
Periodical planning to review the under-performing customers & draw an action plan for improvement
Assess & evaluate the client needs & generate new revenue through cross sell opportunities
Customer Relationship Management for efficient servicing & superior products
Conduct marketing events & conferences for the new customers
Monitoring process efficiency and providing inputs for improvement
Working closely with product team for product customization / product & process improvements
Gathering Market intelligence & tracking Competition Best Practices
Ensure full awareness of all the policies and procedures issued in relation to products / KYC / AML policy
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Cluster Head • Bengaluru, Karnataka, India
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