Ketaki Chavan

Responsible for driving the bank’s customer acquisition strategy. This includes targeting new customer segments, promoting the bank’s products, and enhancing the bank's market share by acquiring new clients through various channels.

Key Responsibilities:

Customer Acquisition: Develop and implement strategies to acquire new customers across various products (e.g., personal banking, loans, credit cards, etc.).
Identify and target potential customers through market research and segmentation.
Convert leads into customers by understanding their financial needs and aligning them with suitable products.

Sales and Relationship Management: Collaborate with sales teams and branch staff to drive acquisition efforts.
Build relationships with high-value clients to ensure continued business.
Follow up on leads and ensure the customer onboarding process is seamless.

Product Knowledge and Promotion: Stay updated on the bank's product offerings and ensure that customers are well-informed about the benefits.
Educate customers about the bank’s services, benefits, and value proposition.

Collaboration and Coordination: Work closely with the marketing team to align customer acquisition campaigns.
Coordinate with other departments (e.g., operations, credit, risk) to ensure smooth onboarding of customers.

Target Achievement: Meet or exceed the acquisition targets set by the bank in terms of new customers, revenue generation, and other KPIs.
Regularly track performance against acquisition goals and adjust strategies accordingly.

Customer Retention Focus: Ensure a smooth onboarding experience for new customers to increase the likelihood of long-term relationships.
Address and resolve any customer concerns to maintain high levels of satisfaction and loyalty.

Key Responsibilities:

Customer Acquisition:

• Acquire new customers across various products (e.g., Current & Saving A/c, Life insurance, general Insurance ,loans, credit cards, etc.).

Sales and Relationship Management:

• Build relationships with high-value clients to ensure continued business.
• Follow up on leads and ensure the customer onboarding process is seamless.

Product Knowledge and Promotion:

• Stay updated on the bank's product offerings and ensure that customers are well-informed about the benefits.
• Educate customers about the bank’s services, benefits, and value proposition.

Target Achievement:

• Meet or exceed the acquisition targets set by the bank in terms of new customers.

Customer Retention Focus:

• Ensure a smooth onboarding experience for new customers to increase the likelihood of long-term relationships.
• Address and resolve any customer concerns to maintain high levels of satisfaction and loyalty.