Roles & Responsibilities
❖ Build and maintain strong customer relationships
❖ Acquire new customers and generate business opportunities
❖ Promote banking products such as loans and all other asset products
❖ Achieve assigned sales and business targets
❖ Cross-sell and upsell various banking products and services / Third Party Products
❖ Provide excellent customer service and resolve customer queries
❖ Handle customer portfolio management and relationship servicing
❖ Ensure proper KYC compliance and documentation process
❖ Coordinate with internal teams for smooth customer onboarding and service delivery
❖ Conduct field visits and customer meetings for business development
❖ Maintain regular follow-up with customers for retention and business growth
❖ Stay updated with banking products, policies, and market trends
❖ Assess Customer Background and Risk (CIBIL, CRILC, Acc. Aggregator)
❖ Conduct Customer Property and Collateral Verification using Proplegit (In case of
Home Loans)
❖ Provide end-to-end banking services
❖ Visit Accounts in SMA 0, 1, 2 and Update Status (to accompany Collection officer)
❖ Any other duties assigned by the Bank from time to time
Application Question(s):
Work Location: In person
