1.New to bank acquisition of high end current accounts through open market lead generation and closure of target CASA in a month
Adherence to Bank policies and guidelines such as KYC & AML
2.Ensure successful onboarding of customer for a smooth transition to branch banking team.
3.Activation of customer – Ensure that customer maintains required balances & starts transactions in his accounts (within M1 & Q1), 80% of customers to maintain specified AQB, 75% penetration of internet banking, 50% penetration of DSB.
4.Activities for lead generation
5.Cross sell – Lead generation/ basic enquiry, liaising with Branch Manager & product teams to offer right business solutions to the customer