The AAM / PAM will be responsible for acquiring current customers, opening CASA accounts, and cross-selling banking products like FD, RD, insurance, and loans. The role involves field sales + branch coordination to achieve business targets.
✅ Acquisition of new CASA accounts (Savings & Current Accounts)
✅ Field visits for sourcing new customers & business development
✅ Cross-selling of banking products like:
- FD / RD
- Insurance
- Demat & Mutual Funds
- Loans & Credit Cards
✅ Maintain relationship with existing customers
✅ Ensure proper documentation & KYC compliance
✅ Achieve monthly sales & revenue targets
✅ Coordinate with branch team for account activation & service issues
✅ Maintain daily activity & sales MIS
Desired Profile / Criteria / Skills :
- Graduate in any discipline
- Experience :AAM: 1 – 2 years/ PAM: 2 – 4 years (Banking / BFSI preferred)
- Good communication & convincing skills
- Willingness to do field sales