01Overview
Role & responsibilities
Liaise with respective teams for effective and efficient Fraud Management
Ensures compliance with Banks policies and processes. Responsible for safety and security of branch infrastructure and staff in the region
Publishes periodic MIS reports
Acquire & deepen accounts of Trusts, Associations, Societies, Clubs, Religious Institutions, and Educational Institutions etc. with a focus on quality of accounts
Identify prospective customers & convert them into real business opportunities
Deepen existing portfolio to ensure customer stickiness
Meeting targets to achieve the annual business goals
Periodical planning to review the under-performing Acquire & deepen accounts of Trusts, Associations, Societies, Clubs, Religious Institutions, and Educational Institutions etc. with a focus on quality of accounts
Identify prospective customers & convert them into real business opportunities
Deepen existing portfolio to ensure customer stickiness
Meeting targets to achieve the annual business goals
Periodical planning to review the under-performing customers & draw an action plan for improvement
Assess & evaluate the client needs & generate new revenue through cross-sales opportunities
Customer Relationship Management for efficient service & superior products
Conduct marketing events & conferences for new customers
Monitoring process efficiency and providing inputs for improvement
Working closely with product team for product customization / product & process improvements
Gathering Market intelligence & tracking Competition Best Practices
Ensure full awareness of all the policies and procedures issued in relation to products / KYC / AML policy
Responsible for driving customer relationship management initiatives for the Corporate Salary business across the cluster.
Focuses on building, nurturing, and strengthening relationships with key corporate clients, decision-makers, and employee customer segments to enhance customer satisfaction, engagement, and retention.
Ensures the delivery of seamless banking experience by proactively addressing customer needs, resolving escalations, and collaborating with internal stakeholders to provide effective banking solutions.
Responsible for deepening existing relationships, increasing product penetration, identifying cross-sell opportunities, and fostering long-term partnerships that contribute to sustainable business growth and customer loyalty.
Implements the risk policies and processes (operational, regulatory, financial, informational, reputational and audit risks), ensuring that that these meet regulatory and internal requirements.
Implements the internal control systems in the department and participates in the departmental audits.
Implements practices to bridge gaps identified during departmental audits.
Tracks and monitors daily productivity and book movement of the Cluster
Partners with HCM Business partner for periodic review of performance of executives in the region and identify training needs if required
