01Overview
Key Accountabilities:
- Marketing activities in open market on daily basis for leads generation.
- Branch leads follow up and conversion.
- Conversion of leads to logins.
- Achieving assigned monthly productivity
- Sourcing quality portfolio.
- RESPONSIBILITIES:
- Achieve allocated sourcing budget (New to Bank) in terms of numbers & value on a daily basis.
- Area mapping of the assigned area for identifying the potential of the area.
- Activity based lead creation for acquisition of NTB customers.
- Log daily leads in the lead management system
- Meet minimum 10 recent customers daily and record DSR (Daily Sale Report) both digitally & physically.
- Smooth onboarding of new customers to bank by ensuring appropriate coordination with branch staff.
- Properly educate customers about scheme details / interest servicing / renewals.
- Maintain diary & always keep your appointed time & dates promptly.
- Understand products & prevailing industry practices and trends and suggest system /process changes required, to respective verticals.
- Core Competencies & Skills:
- Sales Skills, Effective Communication, Relationship Management, Domain Expertise.
- Sales & Lead Generation Activities, Client Meetings,
- Closely work with Branch Team.
- Objection handling, Product knowledge. .
