Role & responsibilities
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