Customer Acquisition & Sales:
- Acquire current and savings accounts in the assigned segment and generate references from the catchment area.
- Ensure high-quality customer acquisition in terms of constitution, product, and segment mix.
- Onboard and activate customers on digital banking platforms.
Planning & Coordination:
- Assist Senior Sales Manager in catchment mapping and branch scoping exercises.
- Provide regular feedback to Senior Sales Manager and Branch Manager on customer requirements and potential opportunities.
Compliance & Quality:
- Ensure adherence to sales compliance and SOPs defined by the organization.
- Source customers with strict compliance to internal and regulatory guidelines.
Market Visibility & Referrals:
- Conduct activities in the catchment to acquire high-quality, HNI customers.
- Seek referrals from existing customers to grow the customer base.
- Work on central initiatives and campaigns to expand reach.
