Customer relationship executive

Key Responsibilities & Job Content • Lead Generation & Conversion: Capitalise on walking foot-traffic and the existing customer base of partner bank branches to pitch, source, and convert potential Credit Card applications. • Banca Channel Collaboration: Coordinate closely with Bank Branch Managers, Tellers, and Insurance Relationship Managers to build a strong internal referral pipeline. • Joint Pitching & Cross-selling: Conduct joint customer meetings with partner bank staff, integrating credit card offers alongside core banking and wealth/insurance products. • Relationship Management: Train and motivate bank branch staff on credit card product features, reward programmes, and eligibility criteria to optimize inward referrals. • Documentation & Compliance: Ensure seamless end-to-end processing of credit card applications, including customer KYC verification, income documentation, and compliance checks. • Target Achievement: Meet and exceed monthly, quarterly, and annual credit card acquisition targets while ensuring high customer activation rates.