- Source current clients through proactive outreach, community networking, and field leads.
- Open retail accounts including savings, current (CASA), and fixed deposits while completing initial paperwork.
- Meet or exceed monthly sales goals for new accounts and financial product placements.
Manage and Deepen Client Relationships
- Cross-sell financial solutions like credit cards, personal loans, and insurance based on individual client profiles.
- Serve as the primary point of contact for day-to-day account inquiries and ongoing financial guidance.
- Retain existing portfolios by delivering quality service and conducting periodic portfolio reviews