Relationship Management and Financial Performance

• To be the first point of contact for clients for the allocated regional portfolio
  

• Proactively onboard and engage existing clients on the Group’s offering, educate on new changes in the bank/industry and share advisory communication.
  

• Deliver deposit, loans, investment, insurance and revenue targets.
  

• Leverage the ecosystem opportunities across all business segments to target quality business and grow value.
  

Customer Excellence

• Digitize and cross sell to increase product holding to a minimum of 4 (Save, Invest, Borrow & Insure)
  

• 100% CRM utilization on service, sales pipeline and client contact program.
  

• Ensure correct carding of clients in the portfolio with minimum utilization of 75%.
  

• Achieve best bank in HNI Banking in the country measured by wallet size growth, customer satisfaction score and NPS rating.
  

• Migrate transactions to digital channels – minimum of 60%.