- Promote and sell Fixed Deposits (FD), SIPs, Mutual Funds, and Insurance products.
- Understand customer financial needs and recommend suitable investment solutions.
- Generate leads through existing customers, referrals, and business networks.
- Achieve monthly sales and revenue targets.
- Maintain solid customer relationships and ensure high service standards.
- Assist customers with account opening, investment documentation, and policy issuance.
- Cross-sell financial products including vehicle insurance, life insurance, and health insurance.
- Ensure compliance with regulatory and company guidelines.
- Conduct customer meetings, awareness sessions, and follow-ups for business generation.
- Maintain accurate records of customer interactions and sales activities.