PAM

 Identify potential catchment areas to acquire HNI/Affluent liabilities customers for Equitas Bank.
 To do marketing activities and generate leads for acquiring HNI/Affluent customers.
 Build a database of customer leads through references.
 Schedule meetings with potential HNI/Affluent liabilities customers and understand their requirement;
thereafter presenting them with the most suitable products and explaining the features/benefits.
 Communicate clearly to customers on the requirements for various types of products, services,
documents to be provided to the bank.
 Also clearly explain the customer on required balances/deposits to be maintained to avail various
products and services.
 Ensure that all customer documents are verified with originals and are handled with care and
confidentiality.
 Complete all account opening related processes accurately so that the customer experience is enhanced
and forms the foundation of a long relationship with the bank.
 Maintain continuous communication with customers on the status of their account opening process.
 Frequently communicate with newly signed up customers and assist them with additional products and
services based on their requirements – for example, relevant loan products, investment products etc.
 Build reference network from newly signed up customers for potential leads.
 Regularly update Daily Sales Reports and discuss on the plans, action items, progress with the supervisor