🔍 KYC & Compliance Management
Collect, review, and authenticate customer identification and KYC documentation as per regulatory standards.
Update and maintain customer records accurately in the banking system.
Conduct due diligence during customer onboarding and regular reviews.
Liaise with compliance and audit teams for smooth verification processes.
🤝 Customer Interaction & Support
Welcome customers entering the branch and assist with their banking needs.
Address routine queries related to accounts, transactions, and services.
Educate customers on banking products and digital banking tools.
Manage service requests such as issuance of cheque books, statement requests, and passbook updates.
💼 Sales & Relationship Building
Actively promote and cross-sell a range of banking solutions:
Savings & Current Accounts
Fixed Deposits & Investment Schemes
Loan products and Insurance offerings
Generate potential customer leads through referrals, branch visits, and telephonic outreach.
Maintain strong relationships to foster customer loyalty and retention.
Achieve sales targets aligned with branch objectives.
⚙️ Branch Operations & Administration
Assist in new account opening procedures ensuring compliance and accuracy.
Support day-to-day branch activities including data entry, report preparation, and documentation.
Coordinate with back-office and other internal departments to resolve customer issues promptly.
📢 Customer Engagement & Campaign Support
Participate in branch marketing initiatives, community events, and promotional activities.
Assist in educating customers on new services and offers to enhance product uptake.