• Acquire new customers for retail banking products such as Savings Accounts, Current Accounts, Fixed Deposits, and other liability products.
• Generate business through branch walk-ins, customer referrals, and market sourcing activities.
• Build and maintain robust relationships with existing customers to enhance customer satisfaction and retention.
• Cross-sell banking products including Insurance, Mutual Funds, Credit Cards, Personal Loans, and Home Loans.
• Achieve monthly, quarterly, and annual sales targets assigned by the bank.
• Identify customer financial needs and provide suitable banking solutions.
• Conduct customer meetings and regular follow-ups to generate business opportunities.
• Ensure compliance with bank policies, KYC norms, and regulatory guidelines.
• Coordinate with branch staff and other departments for smooth customer onboarding and service delivery.
• Resolve customer queries and provide prompt support to maintain high service standards.
• Maintain accurate records of sales activities, customer interactions, and business achievements.
• Monitor market trends and competitor activities to identify business opportunities.
Required Skills
• Strong sales and relationship management skills.
• Excellent communication and interpersonal abilities.
• Customer-focused approach with problem-solving skills.
• Knowledge of retail banking products and financial services.
• Target-oriented and result-driven mindset.
• Proficiency in MS Office and banking applications.
Preferred Experience
• Experience in Retail Banking, CASA Sales, Wealth Management, Insurance, or Financial Services Sales.
• Prior experience in customer acquisition and relationship management is preferred.