Ensure quality new acquisition on CASA for Resident/Non Resident accounts, Demat, HSL, Credit cards through Referrals from cold calls in the catchment area.
Penetration of FD to existing and new customers.
Ensure quality customer service is delivered.
Meet productivity norms defined through support of channels and own efforts.
Lead generation of customers and closure by tele calling, e-mailing and direct mailing, and tapping walk-ins wherever possible.
Generating leads for other products and passing the same to the branch for follow ups.
Resolving customers queries and problems
Generating and maintaining database.

Maintain and update company databases.
Answer queries by employees and clients.
Insert customer and account data by inputting text based and numerical information from source documents within time limits.
Compile, verify accuracy and sort information according to priorities to prepare source data for computer entry.
Review data for deficiencies or errors, correct any incompatibilities if possible and check output.
Research and obtain further information for incomplete documents.
Generate reports, store completed work in designated locations and perform backup operations
Comply with data integrity and security policies.