Achieve monthly, quarterly, and annual targets for savings account acquisition
Cross-sell products such as:
Debit cards and credit cards
Fixed deposits
Personal, home, or consumer loans
Insurance and investment products
Identify potential customers and convert leads into accounts
Develop and implement strategies to expand the customer base
Build and maintain relationships with new and existing customers
Ensure high-quality service delivery and handle customer escalations
Drive customer engagement initiatives to improve retention and satisfaction
Work with Relationship Officers, Branch Managers, and Operations teams
Provide guidance and support to junior staff where necessary
Ensure team efforts are aligned with branch or regional targets
Maintain daily, weekly, and monthly MIS reports on sales performance
Ensure KYC, AML, and RBI compliance
Maintain proper documentation for audits and regulatory checks
Fixed salary as per the bankโs grade
Performance-linked incentives for savings account acquisition, cross-selling, and achieving revenue targets
Annual bonuses based on individual and branch performance
Medical insurance for self and dependents
Group term life insurance
Accidental coverage
Paid earned leave, casual leave, and sick leave
Festival and optional holidays
Maternity & paternity leave as per policy
Provident Fund (PF)
Gratuity
Superannuation / pension benefits (where applicable)