? Source proposals for the assigned product through Cold Calling, Client Visits, Seminar/ Trade Fair Visits to achieve budgeted no.s
? Perform marketing activities in their respective areas.
? Maintain TAT from login to disbursement to ensure smooth service to customer.
? Recommend the loan proposal highlighting the strengths of proposal.
? Monitor the client relations and payment schedule.
? Understand the client need and propose products accordingly
? Continuously upgade oneself with market and competitor information.
? Maintain and manage cordial relationship with stake holders through client servicing.
? Monitor portfolio performance for their regions
? Cross – Sell other products