SM-EXIM_ Bank

• To identify and acquire new EXIM CA customers in the identified segment and reference generation from the specified catchment

• To identify and acquire new product/ program eligible CA in the identified segment and reference generation from the specified catchment

• To drive activation and income generation from Trade and Forex line of business in tandem with Subject Matter Experts

• To achieve daily/ weekly/ monthly customer acquisition target

• To support in building incremental CA values in self-sourced base

• To ensure initial customer handholding & M+3 activation (Right advice to customer for product and documentation, opening a/c within TAT, familiarize customers with branch service RM and processes, monitor welcome kit delivery and follow up for repeat funding and use of account for business transactions)

• To ensure digital onboarding and activation on the banks key digital platforms (CNB, Smart Trade, IRIS, etc.)

• To attract new-to-bank qualified customers in consistence with the Bank's business strategy

• To assist the Business Relationship Leader in catchment mapping & scoping exercise and provide regular feedback to BRL / BBL on opportunities / customer needs / competition benchmarking

• To ensure required level of service for in-coming customers, to consult customers on credit and banking productsRole & responsibilities