Job Description –
1. Selling of banks and third-party products to new customers.
2. Conducting marketing activities and traveling locally to meet new customers as a
daily activity.
3. Contacting existing customers for more deposits and cross-selling of more
products.
4. Achieve sales targets as assigned by the organization on a daily and monthly
basis.
5. Complete all mandatory certifications required for the role (AMFI, EUIN, etc.) post
joining Bank.
6. Complete all learning activities conducted by the bank from time to time.
7. Daily entry of interactions with customers in the bank’s CRM system.
8. Follow all compliance guidelines (regulatory & legislative) for each activity.
9. Participate and follow all initiatives that are undertaken by the bank from time to
time