Assist HRM in executing successful micro-events for acquisition of new clients

Acquire new accounts from group companies / family of existing customers

Acquire new accounts from referrals from existing customers

B. Relationship Building / Deepening / Cross Sell

Ensure consistent growth of the Savings portfolio

Work closely with the Head RM to establish synergies for maximum penetration of Investment & Insurance sales to new customers along with deepening into the book

Build a robust momentum with regard to the third party distribution (insurance, auto loans, and mortgages) and fee income to scale up the client portfolio growth, in line with the set targets