Roles & Responsibilities:
Customer Acquisition
- Acquire new Savings Account (SA) customers from the designated segment and generate referrals from the assigned catchment area
- Ensure sourcing of quality SA accounts in alignment with the bank's product mix, customer segments, and constitution guidelines
Customer Onboarding & Activation
- Provide proper guidance to customers regarding product features, required documentation, and account usage
- Ensure account opening within defined TAT and M+1 activation by encouraging repeat funding and business transactions
- Facilitate customer familiarization with branch services, relationship managers, and digital banking processes
- Drive proactive registration and activation of customers for direct banking channels
Market Scoping & Feedback
- Support the Catchment Sales Leader (CSL) in catchment mapping and opportunity scoping
- Provide regular feedback on customer needs, competitor benchmarking, and market trends
Target Achievement & Sales Quality
- Meet and exceed monthly new customer acquisition targets by understanding and analyzing customers transaction banking needs
- Maintain compliance with internal sales processes, selling norms, and guidelines prescribed by regulators
- Ensure quality sourcing in line with bank policy and adherence to KYC and AML norms
