Promote and sell financial products such as savings accounts, current accounts, loans, insurance, mutual funds, etc.
Meet and exceed assigned sales targets (monthly/quarterly).
Build and maintain strong customer relationships to drive long-term business growth.
Conduct regular follow-ups with customers for sales closure and documentation.
Ensure high levels of customer satisfaction through effective service and communication.
Maintain complete knowledge of all product offerings and compliance guidelines.
Submit daily reports on sales performance, leads generated, and customer feedback.
Work closely with branch staff and support teams to ensure smooth onboarding and fulfillment.