Job Overview
Acquire new customers through references, networking, field activities, and internal leads.
Build and maintain strong relationships with existing and prospective customers.
Promote savings accounts, current accounts, fixed deposits, and other applicable banking products.
Identify customer needs and recommend suitable banking and investment solutions, subject to eligibility and applicable regulations.
Generate business through cross-selling and up-selling of banking products.
Achieve assigned targets for customer acquisition, deposits, revenue, and product penetration.
Maintain regular follow-ups with customers to improve satisfaction and retention.
Coordinate with internal teams to ensure timely resolution of customer queries and service requests.
Ensure proper documentation, KYC compliance, and adherence to the bank's policies and regulatory guidelines.
Maintain accurate customer records and prepare regular business performance reports.