The prime responsibility is to interact & liaison with Finance Heads/ Accounts
Officers/ Key Decision Makers in various Institutions like Trusts, Societies,
Educational bodies, Hospitals, Associations, Clubs, Co-op Banks, Religious/
Charitable Organisations, NGOs, etc. to source business & offer customized financial
solutions for their needs.
To ensure growth of own & regional CASA portfolio of clients by cross-selling
products & services like Term Deposits, Loans, CMS, Fees Collection, Mobile/ Digital
solutions, etc.
Liaising with RL branches, to source new business (other than own sourcing) and
also provide customized product/sales support to branches involved in generation of
leads.
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