Key Responsibilities
- Build and maintain strong customer relationships to drive branch business growth.
- Assist customers with account openings, queries, transactions, and service requests.
- Promote cross-selling of financial products (loans, insurance, investment plans, etc.).
- Meet assigned sales and revenue targets through customer acquisition and retention.
- Support branch operations by coordinating with internal teams (operations, credit, service desk).
- Ensure compliance with company policies, KYC, and regulatory requirements.
- Track customer satisfaction and escalate issues to branch managers when required.
- Prepare daily / weekly reports on business activities and achievements.
Skills Competencies
Strong interpersonal and communication skills.Customer-first attitude with problem-solving abilities.Sales-oriented mindset with ability to meet targets.Good knowledge of MS Office and basic financial concepts.Ability to multitask and manage customer interactions effectively.This job is provided by Shine.com
Skills Required
Financial Concepts, Ms Office