Manage account opening for new and existing clients, verify documents, and coordinate with Branches, Operations, Legal, and Compliance for smooth onboarding.
Generate business from Payroll, Collections, and Deposits (CA, SA, TD) by onboarding NTB clients and growing ETB relationships.
Maintain client and partner relationships, address queries, and resolve issues promptly. Liaison with internal/external stakeholders.
Provide accurate business visibility through reporting and performance tracking.
Prepare business proposals and agreements.
Act as a backup for other team members as assigned by the line manager.
Perform any other tasks assigned by the line manager.
Key Performance Indicators
Timely account opening and onboarding of corporate clients and their employees
Number of accounts opened, volume/value of business generated
Client satisfaction, resolution time, number of escalations