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Proactively promote a deep relationship-based offering through initiatives and activities aimed at creating value for the client and the bank (i.e. optimizing client experience, building deep relationships, and creating profitability for the bank).

Adhere to service standards and provide excellent customer service.

Acquire new business relationships and accounts and grow the portfolio balance sheet as per set targets.

Conduct a needs analysis for business customers within the portfolio and match them with appropriate business banking solutions.

Act as the point of contact for all information and queries related to the portfolio and refer unresolved issues to the relevant functions.

Ensure customer retention through onboarding processes, customer visits, relationship management, and other appropriate interventions.

Fully inform customers of their rights and obligations to the bank, including product pricing, facility terms and conditions, and transactional fees.

Ensure timely and accurate loan origination for all customer applications within the portfolio.

Resolve bottlenecks in the loan process and maintain constant interaction with the credit department or relevant departments to ensure timely disbursement.

Receive and verify customer documents for account opening, facilities, account amendments, and other customer instructions in accordance with laid-down procedures.