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Acquisition of CASA & liabilities a/c from cold calling, market reference, cross-sell and selling third party products (life & health insurance, mutual funds SIPs)
* Responsible for implementing sales and marketing activities within a branch in order to grow the Liabilities business and achievement sales targets.
* Ensure Liability acquisition targets are met by developing new relationships and leveraging existing ones within the customer base.
* Responsible for acquiring new customers through multiple channels – campaigns (in the vicinity),branch walk-ins, referrals from existing customers, through industry bodies and associations, and through the running industry.
* Achieving overall numbers and value targets as per scorecard.
* Ensuring timely opening of accounts and giving smooth onboarding experience to NTB customers.
* Understanding of KYC, AML guidelines, and complying with Bank policies and guidelines for the role and responsibilities.
* Taking the responsibility of bank's information - No third party info disclosure, verbal, written, soft copy, mail anyway.
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