- Acquire current customers for Savings Accounts (CASA) and deepen relationships with existing customers.
- Drive sales of banking products including Fixed Deposits, Insurance, Mutual Funds, Credit Cards, Personal Loans, and Home Loans.
- Manage and grow a portfolio of retail and affluent customers.
- Identify customer financial needs and recommend suitable banking and investment solutions.
- Ensure excellent customer service and maintain long-term customer relationships.
- Generate business through branch leads, referrals, and self-sourcing.
- Achieve monthly business, revenue, and cross-sell targets.
- Ensure compliance with KYC, AML, and all regulatory guidelines.
- Coordinate with internal teams for smooth customer onboarding and service delivery