Achieve assigned sales targets and objectives within the designated timeline.
Conduct regular customer visits to generate leads and maintain client relationships.
Provide accurate product information, guidance, and after-sales service.
Assist in implementing sales and marketing campaigns at the branch level.
Collect and verify required customer documentation for account opening or product enrollment.
Collaborate with branch team members to enhance customer experience and resolve service-related issues.
Maintain and update records of all sales activities and customer interactions in CRM or branch systems.
Stay informed on competitor offerings and market trends.
Ensure compliance with all internal policies and external regulatory requirements.