Promotes and sells various liability products offered by the bank, aiming to attract low cost deposits from diverse customer segments, and sources current and savings accounts
Prospects for new customers through existing leads, referrals, cold calling etc. and maximizing lead generation
Ensures timely follow through and healthy closure rate of leads
Achieves ascribed monthly sales target
Informs customers of new products or product enhancements to further expand the banking relationship and enhance customer value
Establishes and maintains effective relationships with customers, and maintains high level of customer service
Advises customers on available bank products and services based on understanding of customers financial needs and recommends appropriate solutions
Cross-sells secured assets offered by the bank
Adheres to expected level of due-diligence, internal policies and KYC norms while opening new accounts