Generate leads and acquire new customers for banking products (Loans, Credit Cards, CASA, Insurance, etc.)
Conduct field visits to meet potential and existing clients
Build and maintain strong relationships with customers
Understand client financial needs and recommend suitable products
Achieve monthly sales targets and business objectives
Follow up on leads and ensure timely closure of sales
Coordinate with internal teams for smooth processing of applications
Maintain proper documentation and compliance as per banking norms
Prepare daily/weekly sales reports and update CRM systems
Handle customer queries and provide after-sales support