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 banks policies and procedures.

Coach and assist the relationship officers to enhance productivity and achieve the set targets