Role And Responsibilities :-
• Talk to customers through face-to-face meetings, video calls, and phone calls to understand their financial needs
• Sell bank products like home loans, personal loans, business loans, current & savings accounts, and deposits.
• Offer insurance, mutual funds, and other investment products to existing and new customers.
• Work closely with loan, insurance, and investment teams to complete sales smoothly.
• Make sure customers are happy and satisfied by solving their queries on time.
• Get new customers from leads and build long-term relationships with them.
• Upgrade customers to higher categories by giving better service and explaining bank benefits.
• Help customers enroll in bank services and clearly explain product features and advantages.