Conduct customer profitability analysis and account strategy formulation with the help of product specialists, as required, for both existing and potential clients. Execute the account strategy plan including cross-selling activities or phase-out activities.
Be the first-line primary contact person for the customer on all queries relating to credit, deposits and other products and services including on operational issues.
To develop and maintain professional customer relationships with key decision makers (viz. CEO, CFO, Head of Treasury, Head of HR etc).
To develop new business relationships by identifying suitable prospects and using various means of communication and visits to seek out suitable business opportunities . Understand Know-Your-Customer processes involved and carry out proper due diligence when on-boarding a new customer.
To perform financial & risk analysis,...
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