
Banking Advisor is responsible for guiding customers with banking products and services. They help customers open accounts, take loans, use digital banking, and solve any banking-related issues. They maintain good customer relationships and ensure customer satisfaction.
Key Responsibilities:
Explain bank products like savings accounts, fixed deposits, loans, insurance etc.
Assist customers in account opening and banking transactions
Promote digital banking services (UPI, net banking, mobile banking)
Handle customer queries and provide solutions
Maintain accurate records and follow banking rules
Achieve monthly sales and service targets