- Drive acquisition of recent-to-bank customers for CASA and other financial products through structured field sales initiatives.
- Develop strong local market presence and cultivate long-term customer relationships to drive cross selling and referral opportunities.
- Execute territory mapping and lead generation activities to build a robust and sustainable sales pipeline.
- Achieve and exceed assigned business targets through disciplined daily activity planning.
- Conduct need-based customer interactions, deliver compelling product presentations, and recommend tailored financial solutions.
- Ensure seamless customer onboarding by facilitating accurate KYC documentation and coordinating closely with internal operations teams.
- Maintain real-time updates of leads, customer interactions, and sales closures in the CRM platform.
- Monitor competitor activity and provide market intelligence to enhance business strategies.
- Adhering and complying with various audit and quality norms / standards of the Bank.
- Developing a learning culture for self and others by consistently updating with various policies of the Bank and trends emerging in the global financial market.
- Any other work allotted from time to time as per the administrative requirements of the Bank.
Preferred candidate profile Experience: Minimum 2 years of relevant BFSI experience
Nationality: Indian
Local Language: Mandatory proficiency in the local language
Location: Primarily Bengaluru (Open Across Karnataka)