- Manage relationships with existing clients to increase sales of banking products such as CASA, Insurance, Mutual Funds, FD, Credit Cards, Loan Sales, and Key Account Management.
- Identify current business opportunities through cross-selling and upselling of retail liabilities.
- Develop a deep understanding of customer needs and preferences to provide tailored solutions.
- Collaborate with internal teams to resolve client issues and improve overall customer satisfaction.
- Meet or exceed monthly targets for sales performance.