Job Description

Core Responsibilites: Current Account Acquisition

Position Responsibilities
Sr. Key Responsibilities
1 New to bank acquisition of high end current accounts through open market lead
generation and closure of target CASA in a month
Adherence to Bank policies and guidelines such as KYC && AML
2 Ensure successful onboarding of customer for a smooth transition to branch banking
team.
3 Activation of customer Ensure that customer maintains required balances && starts
transactions in his accounts (within M1 && Q1), 80% of customers to maintain specified
AQB, 75% penetration of internet banking, 50% penetration of DSB.
4 Activities for lead generation
5 Cross sell Lead generation/ basic enquiry, liaising with Branch Manager && product
teams
(RBL, trade, FX, CMS/DSB etc.) to offer right business solutions to the customer

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