- Product Sourcing: Sell the bank's and third-party financial products (such as current/savings accounts, credit cards, loans, and insurance) to recent customers.
- Field Activities: Conduct local marketing activities, travel around the assigned branch radius (typically within 10 km), and face-to-face customer meetings 7080% of the time.
- Portfolio Deepening: Contact existing bank customers to increase deposits and cross-sell additional financial services.
- Target Achievement: Meet daily and monthly sales targets assigned by the organization.
- CRM & Compliance: Update customer interactions daily in the bank's CRM system and follow all regulatory and legislative compliance guidelines.
- Certifications: Complete mandatory post-joining certifications (such as AMFI or EUIN).
Preferred candidate profile
- Age: 22 to 28 years old.
- Education: Full-time graduate with a minimum of 50% marks.
- Experience: Freshers or candidates with less than 9 months of work experience.
- Requirements: Mandatory ownership of a two-wheeler, a valid driving license, a PAN card, and a compatible mobile device