➢ Achieve allocated sourcing budget (New to Bank) in terms of numbers & value on a daily basis.

➢ Area mapping of the assigned area for identifying the potential of the area. ➢ Activity based lead creation for acquisition of NTB customers.

➢ Log daily leads in the lead management system

➢ Meet minimum 10 new customers daily and record DSR (Daily Sale Report) both digitally & physically.

➢ Smooth onboarding of new customers to bank by ensuring appropriate coordination with branch staff

➢ Properly educate customers about scheme details / interest servicing / renewals.

➢ Maintain diary & always keep your appointed time & dates promptly.

➢ Understand products & prevailing industry practices and trends and suggest system /process changes required, to respective verticals.