Role & responsibilities

Customer Acquisition & Sales
Acquire current SA/CA/TD/Liability accounts from catchment, walk-ins & market outreach.
Generate leads through cold calls, referrals, field activities, and internal databases.
Drive daily/monthly sales targets and meet productivity benchmarks.
Ensure quality sourcing & proper account activation as per defined guidelines.
Portfolio Management & Relationship Deepening
Manage Classic/Preferred customer portfolios and enhance wallet share.
Conduct regular customer contact to identify needs and crosssell prospects.
Prevent attrition by monitoring transactions, closures, and retaining key relationships.
CrossSell & Revenue Growth
Crosssell Loans (PL/HL/BL/TWL), Credit Cards, Demat, MF, Insurance, and other retail products.
Meet IPH benchmarks and overall branch crosssell ratios.
Customer Service & Complaint Resolution
Deliver highquality onboarding & service experience.
Resolve customer complaints within defined TAT; follow preventive complaint management.
Promote digital channels (Mobile Banking, NetBanking, BillPay).
Branch Operations & Compliance




Adhere to KYC/AML guidelines for all acquisitions & servicing.
Ensure errorfree documentation, locker operations, standing instructions, and daily schedules.
Support branch operations including vault/teller supervision when required.
Follow audit, risk, regulatory & bank policy compliance.
Lead Fulfillment & CRM Management
Fulfill CASA & product leads generated by all verticals.
Update CRMNext/CRM tools for profiling, call planning, interactions & lead status.
Branch Business Support (For BMaligned responsibilities)
Contribute to overall branch targets, profitability & business objectives.
Support branch merchandising, customer meets & local marketing activities.

Preferred candidate profile
Education: Any Graduate
Experience: Freshers OR candidates with up to 8 years of experience in Sales, Banking, Financial Services, Insurance, Fintech, Telecom, Retail or other customer-facing sales roles.
Freshers with a keen interest in building a career in Sales are encouraged to apply.

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