 Achieve assign deposit targets, net if attrition, on monthly basis (Compulsory)
 Open at least 20 New No. of A/c's on monthly basis (Compulsory)
 Maintain/Submit Customer Report File on (daily/weekly/monthly) basis as instructed
 Maintain Sales Call Management List on daily Basis
 Process complete Account Opening & Closing formalities in strict adherence to BAHL Standards
 Timely submission of AOF to CPU without any discrepancy ensuring that KYC regime is in compliance with best practices.
 Process all Customer Stop/Release Payments
 Process customer request of ATM, Visa Debit Card, Internet Banking, E-statements and SMS Alert
 Issuance of Cheque Books, initiate and activation of cheque books.
 Initiate Account Maintenance and withholding Tax Certificate to controlling branch
 Maintain Internet Banking Register

Attend sales meetings, conference and events
Handle clients in a professional manner
Deal with customer issues
Process customer orders
call clientele
keep up to date with product development
Devise new sales and marketing strategies
Schedule appointments, calls and meetings.

 Efficient Management of VTI according to policies, procedures, rules, operation manual and regulations of PVTC and submission of reports to area offices / PVTC.
 Responsible for the preparation of annual budget of the VTIs and submit the budget to TMC for further processing.
 Preparing Petty Cash on weekly basis.
 Daily Cash and Bank payment Vocher entry in GL Software
 Opening the Accounts of Trainees of every Trade
 Issue Cheque book of each Trainee and transfer the Amount of every trainee in their Account
 Prepare Monthly Financial Report from GL Software
 Monthly Employability & Activity Report

• Prepare price comparison statement
• Ensure parts and material are bout at the most competitive price and delivered on time
• Establish strategic relationships with key supplier who are aligned to the company’s need
• Identify new supplier, agree terms and negotiate supply agreements where appropriate, including discount structures and volume rebates
• Arrange customer visit both within city and outside city
• To carry out a comprehensive review of the Purchasing function and its methodology and identify and implement improvements.