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:
Positive communication and interpersonal abilities
Valuable understanding of banking products and financial services
Problem-solving and negotiation skills
Ability to work under pressure