- Lead Generation: Find leads through field visits and local networking.
- Cross-Selling: Offer fixed deposits, insurance, and debit cards.
- Account Activation: Ensure new accounts stay active with regular use.
- Relationship Building: Keep in touch with clients for future needs.
Core Role
- Find recent clients in local areas.
- Open savings and current accounts.
- Complete client documents and KYC.
- Meet monthly sales targets.