Key Responsibilities :
Customer Acquisition
- Introduce and acquire new Savings Account (SA) customers from identified segments and catchment areas
- Generate references and leads through fieldwork, local marketing, and customer interactions
Quality Sourcing
Ensure sourcing of quality SA accounts in terms of product mix, segment, and constitutionMaintain sourcing as per the bank's policy and regulatory normsCustomer Onboarding & Activation
Ensure seamless onboarding and M+1 activation by advising on right products and documentationEnsure accounts are opened within TAT and customers are familiarized with the bank's services, processes, and branch RMDigital Channel Enablement
Promote and register customers on direct banking channels (Net banking, Mobile banking, etc.) and ensure activationCatchment Scoping & Feedback
Support the Customer Service Leader (CSL) in catchment mapping and scoping exercisesProvide regular market intelligence and customer feedback including competition benchmarkingTarget Achievement
Meet or exceed defined monthly customer acquisition targets by identifying and addressing transaction banking needsCompliance & Process Adherence
Follow defined selling norms, KYC norms, and ensure full compliance with internal and external guidelinesMaintain high standards of documentation and customer communicationYC Norms of the bankSkills Required
Customer Acquisition, Onboarding, Field Sales