Develop and maintain long-term relationships with new and existing customers
Identify customer needs and recommend appropriate financial products or services
Generate leads and support branch sales targets
Handle customer inquiries, requests, and complaints in a professional manner
Assist customers with account opening, documentation, and onboarding processes
Ensure compliance with company policies, regulatory guidelines, and KYC norms
Coordinate with internal teams to resolve customer issues efficiently
Maintain accurate customer records and update CRM systems
Participate in marketing campaigns and branch-level promotional activities
Cross-sell and upsell products to enhance customer value