1. Acquiring new accounts (Current and Savings) from branch catchment area. 2. Activate Accounts opened, UPI Linkage, M0 Balance, Savings balance and increase wallet share of our banking products includes Insurance, Mortgages, UL, SIP, MF etc & manage the portfolio. 3. Participate in corporate induction and migration events around the catchment area 4. Build strong relationships with internal teams to leverage existing relationships from SME 5. Conduct low-cost micro marketing activities around catchment areas for lead generations
Key Responsibilities: - Acquire new Current and Savings accounts within the branch's catchment area. - Source high-quality salary accounts from corporate clients. - Drive account activation, including UPI linkage and M0 balance maintenance. - Increase the bank's wallet share by cross-selling various banking products, including Insurance, Mortgages, ULIPs (Unit-Linked Insurance Plans), SIPs (Systematic Investment Plans), and Mutual Funds. - Manage the assigned customer portfolio effectively. - Participate in corporate induction and migration events within the catchment area. - Build strong internal relationships to leverage existing SME client relationships. - Conduct low-cost micro-marketing activities in the catchment area for lead generation.