Found Description
Manage a set of existing Small Enterprise (SE) relationships and originate new SE relationships in business communities around branch locations. To achieve assigned financial and non‑financial objectives by meeting all borrowing & non‑borrowing needs of customers with target segments (viz. borrowers, transactors, depositors). Actively source new‑to‑bank customers and generate new business leads from walk‑in customers. Manage all customers focusing on relationship management and up‑selling, deep‑selling, and cross‑selling other bank products. Seamlessly take over new relationships originated by DS & relationships downgraded by the ME team using the defined customer onboarding procedure. Constantly identify opportunities to upgrade customers to the ME category by identifying their needs & profiling. Responsible for the quality & soundness of the assigned SE portfolio (KYC reviews, due‑diligence monitoring, anti‑money‑laundering procedures, etc.).
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