Relationship Manager Platinium

Job Description (JD) Retail Branch Banking Sales Executive

Job Title:

Retail Branch Banking Sales Executive

Job Purpose:

To acquire new customers and sell banking products while maintaining good customer relationships and achieving sales targets.

Key Responsibilities:

• Generate leads and acquire new customers.
• Sell banking products such as:
  • Savings Accounts
  • Current Accounts
  • Fixed Deposits (FDs)
  • Recurring Deposits (RDs)
  • Debit Cards
  • Credit Cards
  • Personal Loans
  • Insurance Products
• Cross-sell and upsell products to existing customers.
• Explain product features and benefits to customers.
• Meet monthly and quarterly sales targets.
• Build and maintain strong customer relationships.
• Assist customers with account opening and documen...