Role & Responsibilities:
Client Acquisition
- Acquire New-to-Bank MSME clients through a consultative CRM and Knowledge Banking approach
- Engage regularly with Branch Banking teams and MSME associations to source potential leads
- Conduct a minimum of two client meetings daily to build a healthy prospect pipeline
Asset and Liability Book Building
- Build a quality asset portfolio by offering working capital facilities and term loans to MSME clients
- Grow the liability base by sourcing Current Accounts, Savings Accounts, and Fixed Deposits
- Promote Trade and Transaction Banking products such as Cash Management Services, Trade Finance, and Treasury solutions
Cross-Selling & Wallet Share Expansion
- Enhance client profitability and retention by cross-selling POS machines, salary accounts, insurance, and wealth management products
- Identify opportunities to increase share of wallet and strengthen client relationships
Internal Collaboration
- Coordinate with Risk, Operations, and Service teams to ensure faster turnaround times (TAT) for loan processing
- Ensure seamless client onboarding and servicing through effective teamwork
Target Achievement
- Achieve business targets across topline (revenue generation) and bottom-line (profitability) by consistently driving productivity
- Monitor performance and take necessary actions to meet or exceed assigned goals
