Acquire new customers from areas near the branch
Use data collection, referrals, and personal contacts to find potential clients
Approach and convert prospects to grow the customer base
Sell and advise customers on financial products such as:
Mutual Funds
Corporate Fixed Deposits
Term, Health & Life Insurance
Suggest suitable products based on customer needs and financial goals
Build and maintain long-term relationships with customers
Provide good post-sales service and portfolio guidance
Keep customers informed about new products and market updates
Generate leads through referrals from existing customers
Expand the customer network through strong relationships
Ensure all product recommendations match customer needs
Follow ethical sales practices
Avoid mis-selling to protect customer trust and company reputation
If you want, I can also convert this into a short LinkedIn job post or job portal format.