* Customer Engagement:
* Interact with mapped customers via meetings, video calls, and telephonic
conversations.
* Handle a mapped book of ~1000–1500 customers across 2–3 branches (C
Category).
* Demonstrate and enroll customers in digital banking services.
* Sales & Business Development:
* Cross-sell and upsell across:
* Assets: Home Loans, LAP, Car Loans, Personal Loans, Gold Loans, Working
Capital, Commercial Vehicle Loans.
* Liabilities: Current Accounts, Savings Accounts, Term Deposits.
* Third Party Products: Life Insurance, General Insurance, Mutual Funds
(Trinity).
* Convert leads from VRM (Virtual RM) and CEC (Customer Engagement Center).
* Achieve monthly sales and revenue targets.
* Relationship Management:
* Deepen existing relationships in CA, SA, and TD segments.
* Ensure customer stickiness and upgrade category.
* Handle service requirements like account opening, cheque book issuance, and
product feature explanation.
* Collaboration:
* Work closely with internal teams (LI, GI, KSEC, IC, Asset) for timely
business conversion.
* Drive service activations and customer acquisition through referrals and
family households.
Candidate Requirements:
* Education: Graduate/Postgraduate in any stream.
* Experience: Minimum 1 year in banking or financial services.
* Skills:
* Solid communication and interpersonal skills.
* Sales acumen and customer-centric approach.
* Energetic, confident, and a go-getter attitude.