- Customer Acquisition: Identify, approach, and acquire new customers via field visits, direct marketing, and local lead generation.
- Product Pitching: Sell banking and third-party financial products, such as CASA (Current/Savings Accounts), credit cards, and personal or home loans.
- Cross-Selling: Contact existing customers to promote additional deposits or alternative financial products.
- Documentation & Compliance: Complete KYC verification, collect customer documents, and log daily interactions into the bank's CRM system.
- Target Achievemet: Meet and exceed assigned daily, weekly, and monthly business targets.
Preferred candidate profile
- Education: Full-time graduate from a recognized university with a minimum of 50% marks.
- Age Limit: Generally between 21 to 28 years old.
- Experience: Fresher or less than 9 months of prior work experience.
- Skills: Robust communication skills in English and the local language, high sales orientation, and resilience under pressure.
- Travel Requirements: Mandatory possession of a two-wheeler, a valid driving license, and a compatible smartphone for field tracking.