- Acquire new customers and build strong relationships with existing customers.
- Sell banking products such as Savings Accounts, Current Accounts, Credit Cards, Loans, Insurance, and Investment products.
- Generate leads through field visits, referrals, telecalling, and other sources.
- Achieve monthly sales and customer acquisition targets.
- Handle customer queries and provide suitable banking solutions.
- Cross-sell and up-sell financial products to existing customers.
- Complete customer documentation and KYC requirements accurately.
- Maintain regular follow-up with customers and leads.
- Coordinate with the branch and other internal teams for smooth service.
- Maintain daily sales reports and update customer information.
Eligibility
- Graduate in any discipline.
- 1+ year of experience in banking, BFSI, insurance, credit card, loan, or direct sales preferred.
- Positive communication and convincing skills.
- Comfortable with customer interaction and field sales.
- Basic knowledge of banking and financial products.
- Target-oriented and self-motivated.