07 Aug
|
Veerwal Getwork Services
|
Pune
07 Aug
Veerwal Getwork Services
Pune
Key Responsibilities
Acquire current CASA customers through field sales and market sourcing.
Conduct area mapping, cold calling, and customer meetings.
Source accounts through referrals, local businesses, corporates, and walk-in customers.
Complete KYC documentation and ensure smooth account opening.
Activate accounts by encouraging transactions and funding.
Maintain customer relationships and provide after-sales service.
Cross-sell products such as:
Fixed Deposits (FD)
Recurring Deposits (RD)
Credit Cards
Personal Loans
Insurance
Investment products
📌 Relationship Manager Pune
🏢 Veerwal Getwork Services
📍 Pune