Achievement of new acquisition value and number plan for retail current accounts for the branch.
(responsibility on new acquisition plans/product mix etc. will be basis the acquisition model i.e.
CANI or BSM)
Ensure overall value enhancement from the portfolio of customers handled.
Responsible for monitoring the portfolio health of portfolio retail current accounts in the branch,
with respect to on-boarding, activation, value build-up & AQB maintenance
Understanding the customer business and prepare customer profile
Focusing on ‘Profile-based selling’ approach, for cross - sell of value added products/services and
acquisition of new to bank liability customer – through referral of portfolio customers.
Proactively monitoring balances and controlling attrition.
Maintain continuous customer engagement through customer visits / contacts and proactive
resolution of customer issues / queries.
Action on central triggers / initiatives on value build up, cross sell and portfolio monitoring as per
Branch Sales Process.
Support catchment profiling for the branch for CA potential with the help of branch / sales team
Monitoring of sourcing of current account by Sales Team or Coex linked to the branch.
Work in close consultation with the central product team to modify the product features /
parameters to ensure right product fitment for portfolio customers (Product Customization)
Provide regular inputs to the product team on competition benchmarking, opportunities and
segmentation, product features and quality of portfolio acquired