- Product Pitching & Cross-Selling: Sell financial services like Life insurance, Motor Insurance, General Insurance, Health insurance, mutual funds, Personal Loan, Business Loan, Home Loan, Mortgages loans and Credit Cards.
Target Achievement: Meet or exceed monthly sales targets achievements.
KYC & Compliance: Ensure all customer onboarding applications strictly follow Know Your Customer (KYC), anti-money laundering, and bank regulatory standards
Relationship Management: Maintain post-sales contact with clients, handle service queries or complaints, and nurture long-term banking loyalty
Field & Micro-Marketing: Conduct local promotional activities, camps, or corporate hook-ups to build a steady pipeline of prospective accounts
Education: Typically a 12th or Bachelor's degree (Graduate) in any discipline; freshers are frequently welcomed or paired with academy training
Soft Skills: Strong communication, active persuasion, negotiation, and interpersonal abilities
Operational Requirements: Often requires local mobility (such as a two-wheeler and valid driving license for field outreach)