Identify and onboard new customers for the bank or NBFC’s financial products.
Generate leads through referrals, walk-ins, or tie-ups with partners.
Maintain ongoing relationships with existing clients.
Understand clients’ financial needs and goals to offer appropriate products.
Act as the single point of contact for queries, issues, and follow-ups.
Promote financial products such as personal loans, home loans, insurance, investment products, or EMI financing.
Achieve assigned sales targets and revenue goals.
Ensure all customer interactions comply with company policies, regulatory guidelines, and KYC norms.
Monitor loan repayments and follow up on overdue accounts (in some cases).
Maintain records of customer interactions, transactions, and feedback.
Generate reports for managers on client satisfaction, pipeline, and business growth.
Competitive base salary aligned with industry standards for mid-level sales/relationship roles.
Performance-linked incentives / bonuses based on achieving sales targets and KPIs.
Annual salary review based on individual and company performance.
Group Mediclaim / Health Insurance covering employee and family (spouse & children in some cases).
Group Term Life Insurance / Accidental Insurance providing financial security.
Optional wellness programs like health checkups and preventive care initiatives.
Onboarding and induction training on company products, policies, and systems.
Access to skill development programs for sales, relationship management, and financial advisory.
Opportunities to attend internal workshops, webinars, and certifications to enhance professional growth.