• Acquire recent Current and Savings Account (CASA) customers.
• Generate leads through field visits, referrals, and branch walk-ins.
• Meet monthly CASA acquisition and deposit targets.
• Build and maintain strong customer relationships.
• Cross-sell products such as Fixed Deposits (FD), insurance, mutual funds, credit cards, and loans.
• Handle KYC verification, account opening documentation, and regulatory compliance.
• Ensure smooth customer onboarding and activation of accounts.
• Resolve customer queries and provide after-sales service.
• Coordinate with branch operations for account processing.
• Maintain accurate customer records and prepare daily/weekly sales reports.
• Conduct customer meetings and business development activities in the branch catchment area.
• Retain existing customers and increase account balances through regular follow-ups.