Identify sales opportunities for both the Bank and third-party products by acquiring new customers
and building current relationships.
- Manage business relations with existing customers to increase the depth of existing relationships.
- Achieve sales targets as assigned by the organization monthly as per Grade Matrix (BDE, Officer and
AM Sales)
- Record and track all engagement activities through the CRM system.
- Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry