- Acquire new to bank and new to product leads
- Retain existing clients through focused relationship management activities
- Provide advice on potential financial solutions based on identified needs
- Resolve client queries
- Analyze financial requirements of customer and match with banks products offerings
- Develop opportunities to increase the sales production.
- Prepare, and review all required reports and KYC forms to ensure that all transactions are adhered to the bank’s policies and procedures.
- Coach and assist the relationship officers to enhance productivity and achieve the set targets
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