Key Responsibilities:
- Develop and maintain strong relationships with existing and prospective customers.
- Acquire current customers for Fixed Deposit, investment, and other banking products.
- Manage a portfolio of HNI/retail clients and provide customized financial solutions.
- Ensure high levels of customer satisfaction and address queries or complaints promptly.
- Conduct regular follow-ups and relationship reviews with clients.
- Ensure compliance with banking policies, KYC norms, and regulatory guidelines.
- Coordinate with internal teams (operations, credit, product team) for smooth service delivery.
- Maintain accurate records of customer interactions and sales activities.
Required Skills & Competencies:
- Good communication and interpersonal abilities
- Good understanding of banking products and financial services
- Problem-solving and negotiation skills
- Ability to work under pressure