My Job Discription Market Value able Customers,Corporate sectors Maintain Deposit NTB,YTD,LTD and Acchived the Targets CA and SA.Also work related to operation dep for Account opening dormint activation customers services.maintain the documents..

Manageliabilityportfolioandclientrelationship

Dealwithpvtltdcompanies,corporateclients,andSMEstoprovidebestbankingservices.DepositMobilization and NTB Accounts Opening.
Crosssellvariousproductssuchasconsumerloans, housefinancingAutoloansetc.

AchieveAgreedSalesTargetpermonthinCurrentandsavingaccounts.

EnsuringfullcompliancewithallAMLregulationstopreventfraudandprotectbank’sposition.Providehighest level of customer service.
Makeuseofadvertisingleads, personalcontacts,referralsfromthebanktobuilda bookofbusiness.Some operational work Account opening, Document Activation etc.
Assistwithjournalentriesandjournalledgeractivity Good Knowledge in Bank Reconciliation
Assist with performing month-end closing processes

Awarenessaboutmutualfundstomaximumcustomersthroughactivesalescallsandmeetings.Updatingclient’s
aboutmarketcondition
Meet personal assigned KPI’S and targets of revenue, accounts andassets management targets. Advising individualsandcorporate,where,when&howtoinvestmoneyinmutualfund.Targetingpotentialcustomers and potential institution.
Managefundsofretiredindividualsandcorporatesectorstoincreasetheirmonthlyincome.Providingplansand schemes for voluntary pension funds and retirement funds for corporate sectors. Managing corporate trust funds.
UseCRMsoftwareforAccountOpening,updatingcustomer,informationandchecktheirportfolios.Providing after sales services will be the key responsibility to retain clients.

TaxrebatesolutionsforindividualsandcorporateundertaxordinanceSec62&63.MaintainingMISof customers in excel sheet on daily basis.
Operatingandupdatingsalesapplicationandoperationwork.