Responsible for executing the company's business development and client engagement strategies through structured corporate visits, surveys, bank interactions, and targeted outreach. This role involves rigorous field activity, data collection, and consistent communication with prospective and existing clients to drive business growth within the assigned territory.
Key Responsibilities:
Conduct corporate visits to establish relationships, present company services, and explore partnership opportunities.
Complete corporate surveys to gather data, understand client needs, and support market intelligence initiatives.
Visit banks monthly for relationship-building, updates, and cross-promotional activities.
Deliver corporate clients , ensuring timely and professional handover of materials or documents.
Visit all territory branches to coordinate with branch teams, share feedback, and align on corporate engagement strategies.
Send emails for appointment setting, lead generation, and follow-ups with target clients.
Work closely with internal teams to ensure client requirements are met and issues are resolved efficiently.
Maintain records of all visits, meetings, and client interactions in CRM or designated reporting tools.
Prepare and submit weekly and monthly performance reports to management.
Support the execution of marketing campaigns and corporate promotions in the assigned area.
Contact Person
Vaishnavi HR
9154618598