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 constitution
- Maintain sourcing as per the bank's policy and regulatory norms
Customer Onboarding & Activation
- Ensure seamless onboarding and M+1 activation by advising on right products and documentation
- Ensure accounts are opened within TAT and customers are familiarized with the bank's services, processes, and branch RM
Digital Channel Enablement
- Promote and register customers on direct banking channels (Net banking, Mobile banking, etc.) and ensure activation
Catchment Scoping & Feedback
- Support the Customer Service Leader (CSL) in catchment mapping and scoping exercises
- Provide regular market intelligence and customer feedback including competition benchmarking
Target Achievement
- Meet or exceed defined monthly customer acquisition targets by identifying and addressing transaction banking needs
Compliance & Process Adherence
- Follow defined selling norms, KYC norms, and ensure full compliance with internal and external guidelines
- Maintain high standards of documentation and customer communication
- YC Norms of the bank
