GARDENING, VOLUNTEERING
BANK OFFICER BUSINESS ACCOUNT
1. Business Acquisition:
Identify and acquire new business account customers through market visits, networking, and lead generation.
Source current accounts (CA), term deposits, and other liability products for business clients.
2. Relationship Management:
Build and maintain strong, long-term relationships with business clients to enhance wallet share.
Act as a financial advisor for clients, offering customized banking solutions based on their business needs.
3. Cross-Selling & Referrals:
Cross-sell third-party products like insurance, mutual funds, POS machines, and digital banking solutions.
Refer potential clients to relevant departments for loans, wealth management, or corporate services.
4. Sales Target Achievement:
Meet or exceed assigned sales targets for business accounts, deposits, and cross-sell products.
Maintain a healthy pipeline and track conversions against sales goals.
