- Build and maintain strong customer relationships to drive business growth.
- Acquire new customers and generate business opportunities through proactive outreach.
- Promote banking products including CASA, loans, insurance, and investment products.
- Achieve assigned sales and business targets for the branch/region.
- Cross-sell and upsell banking products and third-party financial services.
- Provide excellent customer service and resolve customer queries efficiently.
- Manage customer portfolios and ensure smooth relationship servicing.
- Ensure compliance with KYC norms and proper documentation processes.
- Coordinate with internal teams for seamless customer onboarding and service delivery.
- Conduct field visits and customer meetings to identify business development opportunities.
- Perform customer background and risk assessments using CIBIL, CRILC, and account aggregators.
- Conduct property and collateral verification for loan applications using Proplegit (for home loans).
- Visit accounts in SMA categories 0, 1, and 2 to update status and support collection officers.
- Stay updated with banking products, policies, and market trends to provide informed advice.