- Acquire new clients through leads, referrals, family / group accounts, etc. - Grow the bank's liability base (e.g., CASA, fixed deposits) by deepening relationships with existing premium customers. - Cross- sell bank and third- party products including investment, insurance, credit cards, loans, wealth & asset management etc. - Regularly service the mapped client base: handle enquiries, conduct regular reviews, address client needs, maintain relationships. - Meet sales / liability / revenue targets for assigned portfolio. - Participate in bank / branch campaigns for product launches, liability growth, etc.- Ensure compliance with bank's policies, KYC/AML regulations, regulatory norms. (ref:updazz.com)
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