➢ Achieve allocated sourcing budget (New to Bank) in terms of numbers & value on a daily basis. ➢ Area mapping of the assigned area for identifying the potential of the area. ➢ Activity based lead creation for acquisition of NTB customers. ➢ Log daily leads in the lead management system ➢ Meet minimum 10 new customers daily and record DSR (Daily Sale Report) both digitally & physically. ➢ Smooth onboarding of new customers to bank by ensuring appropriate coordination with branch staff. ➢ Properly educate customers about scheme details / interest servicing / renewals. ➢ Maintain diary & always keep your appointed time & dates promptly. ➢ Understand products & prevailing industry practices and trends and suggest system /process changes required, to respective verticals.
➢ Achieve allocated sourcing budget (New to Bank) in terms of numbers & value on a daily basis. ➢ Area mapping of the assigned area for identifying the potential of the area. ➢ Activity based lead creation for acquisition of NTB customers. ➢ Log daily leads in the lead management system ➢ Meet minimum 15 new customers daily and record DSR (Daily Sale Report) both digitally & physically. ➢ Smooth onboarding of new customers to bank by ensuring appropriate coordination with branch staff. ➢ Properly educate customers about scheme details / interest servicing / renewals. ➢ Maintain diary & always keep your appointed time & dates promptly. ➢ Understand products & prevailing industry practices and trends and suggest system /process changes required, to respective verticals.
➢ Achieve allocated sourcing budget (New to Bank) in terms of numbers & value on a daily basis. ➢ Area mapping of the assigned area for identifying the potential of the area. ➢ Activity based lead creation for acquisition of NTB customers. ➢ Log daily leads in the lead management system ➢ Meet minimum 15 new customers daily and record DSR (Daily Sale Report) both digitally & physically. ➢ Smooth onboarding of new customers to bank by ensuring appropriate coordination with branch staff. ➢ Properly educate customers about scheme details / interest servicing / renewals. ➢ Maintain diary & always keep your appointed time & dates promptly. ➢ Understand products & prevailing industry practices and trends and suggest system /process changes required, to respective verticals.