- Customer Acquisition: Source prospective clients through cold calling, field visits, and references.
- Lead Conversion: Convert bank-provided leads and walk-in customers into active credit card accounts.
- Product Pitching: Educate customers on different credit card variants, reward systems, and fee structures.
- Documentation: Collect, verify, and compile customer financial documents for risk assessment.
- Target Achievement: Meet or exceed weekly and monthly sales quotas set by the regional manager.
- Relationship Management: Maintain a robust relationship pipeline to explore cross-selling opportunities (e.g., loans, insurance).
- Compliance: Strictly follow the banks internal standards, ethical sales policies, and KYC regulations.