1. New to bank acquisition of high end current accounts through open market lead generation and closure, 4 to 5 CA in a month of which 2 should be PCA & IP of 3 lakhs, M1 MAB of 4 lakhs. Adherence to Bank policies and guidelines such as KYC & AML
2. Ensure successful onboarding of customer for a smooth transition to branch banking team.
3. Activation of customer – Ensure that customer maintains required balances & starts transactions in his accounts (within M1 & Q1),80% of customers to maintain specified AQB, 75% penetration of internet banking, 50% penetration of DSB.
4. Activities for lead generation
5. Cross sell – Lead generation/ basic enquiry, liaising with Branch Manager & product teams (RBL, trade, FX, CMS/DSB etc.) to offer right business solutions to the custome
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