Serve and service branch customers, meet acquisition targets through area mapping, cold calls and referrals, complete accurate AOF/KYC/CKYC, cross-sell banking products and insurance, activate digital banking, and manage assigned portfolio within TAT and audit compliance.
Servicing Branch Customers, Drives new‐to‐bank acquisition for CASA/TD/loans through referrals and cross‑sell; maintains a service‑oriented portfolio with proactive engagement and lead conversion.
Responsibilities• Servicing Branch Customers and maintaining branch operation in-line with Audit Compliance requirements.
• Execute area mapping, cold calls and BTL activities to meet acquisition targets.
• Complete accurate AOF/KYC and ensure CKYC submission without errors.
• Cross‑sell insurance/investments and activate digital banking for all new customers.
• Manage assigned portfolio for balances, usage and service requests within TAT.
Experience Range : 1 to 5 Years (Sales/ Service)
Qualifications :
Graduate (Any Specialisation)
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What you need to know about the Pune Tech Scene
Once a far-out concept, AI is now a tangible force reshaping industries and economies worldwide. While its adoption will automate some roles, AI has created more jobs than it has displaced, with an expected 97 million new roles to be created in the coming years. This is especially true in cities like Pune, which is emerging as a hub for companies eager to leverage this technology to develop solutions that simplify and improve lives in sectors such as education, healthcare, finance, e-commerce and more.
