Understand customer needs and recommend suitable products and services accordingly.
Actively promote and sell banking/financial/insurance products to achieve branch targets.
Assist customers with account opening, service requests, and product queries.
Provide timely and accurate information, ensuring customer satisfaction and retention.
Follow up with customers on leads, renewals, documentation, and service delivery.
Maintain up-to-date knowledge of company products, services, and regulatory requirements.
Coordinate with internal teams (operations, credit, sales) to ensure smooth processing of customer requests.
Maintain proper records of customer interactions, transactions, feedback, and complaints.
Resolve customer concerns promptly and escalate unresolved issues as needed.