RAVI ANAND KUSHWAHA

🔹 Customer Acquisition & Relationship Building

• Acquire new SME customers by offering tailored corporate banking solutions.
• Convert referrals into new customer accounts.
• Maintain high service standards for lasting relationships.

🔹 Customer Data Management

• Keep complete customer profiles with risk, demographics, and asset details.

🔹 Product & Service Promotion

• Deepen existing relationships through products like trade, forex, CMS, and SME loans.
• Promote services such as Tax Payments, Internet Banking, and other corporate solutions.
• Identify customers suitable for personalized offerings to improve product adoption.

🔹 Performance & Tracking

• Meet monthly targets set by the organization.
• Log all customer interactions and engagement activities using CRM systems.

Business Growth & Profitability

• Build new relationships in Trade and Retail Assets to boost bank profits.
• Achieve yearly revenue targets through sourced portfolios.

🤝 Teamwork & Client Advisory

• Join team calls to support colleagues.
• Act as advisor between treasury and trade clients.

📈 Trade Finance & Client Engagement

• Identify potential trade clients for products like PCFC, LC, BG.
• Maintain strong client relations through regular follow-ups.

🔍 Lead Generation & Rate Negotiation

• Generate leads for transaction and wholesale banking.
• Book and negotiate treasury rates for clients.

Customer Acquisition & Activation

• Acquire new Trade customers from the open market.
• Activate Trade accounts sourced by other branches via forex transactions.

💱 Treasury Coordination

• Book and negotiate rates with treasury for customers.

📊 Lead Generation

• Generate Working Capital leads and share with Business Banking team.
• Create qualified leads for transaction and wholesale banking.

Customer Acquisition & Activation

• Acquire new Trade customers from the open market.
• Activate Trade accounts sourced by other branches via forex transactions.

💱 Treasury Coordination

• Book and negotiate rates with treasury for customers.

📊 Lead Generation

• Generate Working Capital leads and share with Business Banking team.

🚀 Customer Acquisition & Activation

• Acquire new Trade customers from the open market.
• Activate Trade accounts sourced by other branches via forex transactions.