Acquire & deepen accounts of Trusts, Associations, Societies, Clubs, Religious Institutions, and Educational Institutions etc. with a focus on quality of accountsIdentify prospective customers & convert them into real business opportunitiesDeepen existing portfolio to ensure customer stickinessMeeting targets to achieve the annual business goalsPeriodical planning to review the under-performing customers & draw an action plan for improvementAssess & evaluate the client needs & generate new revenue through cross sell opportunitiesCustomer Relationship Management for efficient servicing & superior productsConduct marketing events & conferences for the new customersMonitoring process efficiency and providing inputs for improvementWorking closely with product team for product customization / product & process improvementsGathering Market intelligence & tracking Competition Best PracticesEnsure full awareness of all the policies and procedures issued in relation to products / KYC / AML policy