01Overview
Acquire new Current Account (CA) and Savings Account (SA) customers through field sales, referrals, and networking.
Identify and approach potential customers, including salaried individuals, self-employed professionals, SMEs, and local businesses.
Conduct customer meetings to understand financial requirements and recommend suitable banking solutions.
Drive CASA balance growth by sourcing high-value accounts.
Generate leads through cold calling, market visits, digital channels, and relationship referrals.
Cross-sell products such as fixed deposits, debit and credit cards, personal loans, insurance, investment products, and digital banking services.
Ensure seamless customer onboarding by completing KYC and account-opening documentation accurately.
Maintain a healthy sales pipeline and update customer interactions in the CRM system.
Collaborate with branch staff and product teams to ensure timely account activation and customer servicing.
Deliver excellent customer service to strengthen relationships and encourage referrals.
Ensure compliance with RBI regulations, AML guidelines, and the bank's internal policies. .
