Identify potential areas and generate leads via local activations.
Meet and educate customers on suitable products.
Guide customers on document requirements and compliance.
Ensure proper KYC and secure data handling.
Track account opening and provide follow-up services.
Cross-sell bank products (loans, insurance, SIPs, RDs).
Maintain Daily Sales Reports and CRM updates.
KRA Metrics:
CASA NTB and Value Targets
TD, SIP/RD, and Insurance Targets
Compliance adherence (Audit, KYC, AML)