Acquisition of NRI clients & cross-sell of wealth products. Maximize sales performance to achieve given revenue targets for self and team as well as that of the branch through liability products (Current/Savings/Term deposits), wealth management products and asset-related products (secured, unsecured).
Provide support for new product launches, and champion new sales initiatives. Device strategies to acquire large prospective customers through referrals, maximize market share in the catchment area of the branch, by below the line activities and promotions. Coordinate customer events along with the product team.
Ensure effective relationship management by monitoring the movement of the top customers of the branch, devise and implement a customer acquisition and retention programme. Improve product per customer holding.