? Plan and lead sales promotions / campaigns, run an assigned corporate business 
campaign with optimum results.
? Identify prospective opportunities, actively market such prospects and negotiate 
with customers for obtaining their business and maintain follow-ups. 
? Prepare management reports for various industry studies and identify appropriate 
market opportunities.
? Participate in sales planning initiatives and design appropriate relationship plans to 
generate new business throughout-marketing calls, promotions and presentations.
? Establish and maintain a working rapport with customers by providing expertise in 
the analysis of financial needs and the application of bank’s products and services.
? Cross-sell the Bank’s range of products and services including Private banking, 
insurance, wealth management and investment banking.
? Plan and make customer calls, Generate business leads, prepare call reports.
? Adopt a planned approach to customer relationship keeping in view the sales 
objectives.
? Client and account services delivered as per the bank set business standard.
? Client and account complaints are handling and managed as high priority and to 
ensure the resolution within set TAT, with utmost Customer satisfaction, Co-
ordinate customer-bank interactions regarding bank products and services. 
? Ensure timely processing of high quality credit proposals by the team for existing 
and potential customers through compilation and analysis of complete borrower 
information.
? Achieve set financial targets, actively consistent performance essential with 
balanced and targeted growth of business in the assigned region.
? Achieve and meet the set KPI’s consistently on monthly basis, with superior 
customer service and effective profitable financial results.