1. Customer Acquisition: Driving the acquisition of new customers is a primary responsibility, directly contributing to the expansion of the company’s customer base and revenue.
2. Market Analysis: Conducting thorough market analysis is crucial to identifying potential customer segments and tailoring acquisition strategies accordingly.
3. Strategic Partnerships: Establishing and managing strategic partnerships is key to enhancing customer acquisition channels and increasing market penetration.
4. Sales Optimization: Optimizing sales processes and identifying new avenues for customer acquisition are critical to meeting and exceeding growth targets.
5. Campaign Management: Planning, executing, and analyzing marketing campaigns is essential for attracting new customers and ensuring the effectiveness of acquisition strategies.
6. Performance Tracking: Monitoring and analyzing acquisition metrics is important for assessing the success of strategies, making data-driven decisions, and continually improving results.

• Sell products like savings accounts, credit cards, and insurance
• Generate leads and convert them into sales
• Meet monthly sales targets
• Maintain compliance with KYC and other regulations
• Develop business relationships with customers
• Enter customer interactions into the bank's CRM system

Benefits

• Competitive salary and benefits package
• Health insurance
• Job training
• Soft skill training
• Work from home
• Team outings
• Free transport
• Education assistance

• Building positive relationships with customers
• Assisting with generating new business
• Identifying opportunities for greater profits
• Understanding customer needs and developing plans to address them
• Identifying key staff in client companies to cultivate profitable relationships
• Resolving customer complaints quickly and effectively
• Forwarding upselling and cross-selling opportunities to the sales team
• Promoting high-quality sales, supply, and customer service processes
• Aiming to preserve customers and renew contracts
• Approaching potential customers to establish relationships
• Gaining solid knowledge of competitor
  

1. The Individual will be reaching out deep interiors to identify the needy people. Once identifed, individuals are organized into group basis the comfort of the identified people.

2. The Individual conducts orientation training. Orientation involves the activity of educating the members on financial literacy, formal banking and credit awareness.

3. Collection of participants' profile and help them into group formation after orientation.

4. Undertake survey & identify areas - villages/wards having potential for formation of SHGs/JLG.

5. Create baseline information about the SHG/JLG.

 Responding to Inquiries: Addressing customer questions and concerns through various channels, including phone calls, emails, live chat, and social media.
 Resolving Complaints: Handling and resolving customer complaints in a timely and effective manner, ensuring the customer feels heard and valued.
 Managing Records: Keeping accurate records of customer interactions and
transactions, noting any inquiries, complaints, and actions taken.
 Providing Information: Offering detailed information about products and services, including usage instructions, terms and conditions, and policy details.
 Building Relationships: Developing strong relationships with customers to foster loyalty and repeat business.
 Handling Returns and Exchanges: Managing returns, exchanges, and refunds in accordance with company policies.
 Collaboration: Working closely with other departments such as sales, marketing, and technical support to address complex customer issues.
 Proactive Engagement: Reaching out to customers proactively to offer assistance, gather feedback, or inform them about new products and services.
 Meeting Targets: Achieving individual and team performance metrics, such as
customer satisfaction scores and response time benchmarks.
 Training and Development: Continuously improving knowledge of the company's products and services, and staying updated on industry trends and best practices.

1. Lead Generation: Identifying and cultivating new business opportunities is essential for expanding the customer base and driving revenue growth.
2. Client Relationship Management: Establishing and nurturing strong client relationships is a core responsibility, as it significantly influences customer satisfaction and long-term loyalty.
3. Sales Strategy: Developing and executing effective sales strategies is vital to achieving business objectives and enhancing the company's market presence.
4. Market Research: Analyzing market trends and competitor activities is critical to uncovering new sales opportunities and staying ahead in the market.
5. Product Knowledge: Maintaining comprehensive knowledge of the company's products or services is crucial for effectively communicating their value and benefits to customers.
6. Sales Reporting: Monitoring and reporting on sales performance is important for assessing progress, refining strategies, and ensuring alignment with business goals.

1. Customer Acquisition: Proactively identifying and acquiring new customers for Current and Savings Accounts is a key responsibility, directly contributing to the bank’s deposit growth.
2. Relationship Building: Establishing and maintaining strong relationships with potential and existing customers is essential to drive account openings and encourage long-term engagement.
3. Sales Targets: Achieving or exceeding CASA sales targets is crucial for contributing to the bank’s overall growth and profitability.
4. Market Research: Conducting research to identify emerging customer needs and market trends is important for tailoring products and services to attract new clients.
5. Cross-Selling: Identifying and capitalizing on opportunities to cross-sell additional banking products and services to CASA customers is vital for enhancing customer value and boosting revenue.
6. Campaign Execution: Implementing targeted sales campaigns and promotions for CASA products is necessary to generate leads and increase account openings.
7. Compliance: Ensuring all account opening procedures and documentation comply with regulatory standards is critical to maintaining the bank’s integrity and avoiding penalties.

Customer Outreach: Proactively contacting potential customers via phone calls is a primary responsibility, aiming to introduce and promote credit card offerings.

Sales Pitch: Delivering persuasive and informative sales pitches is crucial to effectively communicate the benefits and features of various credit card options to prospective clients.

Target Achievement: Meeting or exceeding sales targets for credit card applications is vital to contributing to the company’s revenue and growth objectives.

Customer Engagement: Building rapport with potential customers over the phone is essential to foster interest and increase the likelihood of successful credit card applications.

Product Knowledge: Maintaining in-depth knowledge of the credit card products and services offered is important for accurately addressing customer inquiries and overcoming objections.

Follow-Up: Conducting timely follow-ups with interested customers is key to closing sales and ensuring a smooth application process.

Compliance: Adhering to all regulatory guidelines and company policies during sales interactions is critical to maintaining ethical standards and avoiding potential legal issues.

1. Customer Acquisition: Leading initiatives to acquire new customers for Current and Savings Accounts is a primary responsibility, directly contributing to the bank’s deposit growth and market share.
2. Strategic Planning: Developing and implementing effective strategies for CASA acquisition is crucial to achieving targets and driving business expansion.
3. Relationship Management: Building and nurturing relationships with potential clients, key stakeholders, and partners is essential for increasing CASA account openings and ensuring customer satisfaction.
4. Sales Leadership: Guiding and motivating the sales team to meet or exceed CASA acquisition goals is vital to ensuring consistent performance and revenue growth.
5. Market Analysis: Conducting market analysis to identify trends, customer needs, and competitive activity is important for refining acquisition strategies and staying ahead in the market.
6. Cross-Selling Opportunities: Identifying opportunities to cross-sell additional products and services to CASA customers is key to enhancing customer value and boosting overall profitability.
7. Compliance and Quality: Ensuring that all CASA acquisition activities comply with regulatory standards and internal policies is critical for maintaining the bank’s reputation and avoiding risks.

1. Customer Relationship Management:
   Build and nurture strong relationships with clients, ensuring high levels of customer satisfaction and long-term loyalty throughout the housing loan process.
2. Sales and Cross-Selling:
   Drive housing loan sales by identifying potential customers and cross-selling other financial products, contributing to the bank's revenue growth.
3. Loan Application Process:
   Guide clients through the loan process, from application to disbursement, ensuring accurate documentation and timely approvals in coordination with internal teams.
4. Market Awareness:
   Stay updated on housing loan trends, interest rates, and competitor offerings to provide clients with the best options and strengthen the bank's market position.
5. Compliance & Operations:
   Ensure that all loan processes comply with regulatory standards and internal policies, maintaining branch operational efficiency and minimizing risk.

1. Customer Relationship Management:
   Establish and maintain strong relationships with potential and existing credit card customers through telephonic interactions, ensuring high levels of customer satisfaction and engagement.
2. Sales and Cross-Selling:
   Promote and sell credit card products over the phone, identifying customer needs and offering suitable credit card options. Cross-sell relevant financial products to enhance customer value and increase revenue.
3. Credit Card Application Process:
   Assist customers with the credit card application process, ensuring accurate data collection and timely submission of applications for approval.
4. Customer Support & Issue Resolution:
   Address customer queries related to credit cards, including billing issues, card benefits, and other concerns, ensuring prompt resolution to maintain customer satisfaction.
5. Compliance & Reporting:
   Ensure all sales and service activities comply with regulatory guidelines and internal policies. Maintain accurate records of customer interactions and prepare daily/weekly reports on sales performance.

1. Customer Relationship Management: Build and maintain strong relationships with clients, ensuring exceptional service and long-term loyalty throughout the housing loan process.
2. Sales and Cross-Selling: Proactively identify potential customers for housing loans, while also cross-selling other financial products to contribute to the bank's revenue growth.
3. Loan Application Process: Guide clients through every stage of the loan process, ensuring accurate documentation and timely approvals in collaboration with internal teams.
4. Market Awareness: Stay informed on housing loan trends, interest rates, and competitor offerings, providing clients with the best possible options to enhance the bank's market position.
5. Compliance & Operations: Ensure all loan processes are in full compliance with regulatory standards and internal policies, while maintaining branch efficiency and minimizing risk.

1. Customer Relationship Management: Cultivate strong, trust-based relationships with clients, ensuring a seamless and satisfying customer experience across all banking services, resulting in improved customer retention and loyalty.
2. Product Promotion and Cross-Selling: Actively engage with clients to identify and address their financial needs, recommending suitable bank products and services, including credit cards, savings accounts, and personal loans, to enhance revenue and customer satisfaction.
3. Account Management: Oversee client accounts, assisting with day-to-day banking needs and addressing any inquiries promptly. Provide solutions that align with the bank’s goals and the client's financial well-being.
4. Market & Competitor Analysis: Keep abreast of market trends, banking products, and competitor offerings, enabling you to present clients with optimal solutions and contribute to the bank’s competitive edge.
5. Risk Management & Compliance: Ensure all interactions and transactions adhere to regulatory standards and internal policies, minimizing risk and maintaining a high standard of operational integrity.
6. Service Excellence: Maintain a high level of professionalism and service excellence, consistently meeting or exceeding customer expectations to build the bank's reputation for quality service.
7. Problem Resolution: Address and resolve customer complaints and issues efficiently, working closely with internal teams to ensure swift resolution and client satisfaction.