Personal Banker Sales

Roles and Responsibilities

• Manage customer relationships to achieve sales targets for various financial products such as FDs, RDs, Life Insurance, General Insurance, etc.
  
• Identify new business opportunities through cross-selling and upselling existing customers' needs.
  
• Develop a deep understanding of customers' financial goals and objectives to provide tailored solutions.
  
• Collaborate with internal teams to resolve customer queries and issues promptly.
  
• Maintain accurate records of customer interactions and transactions.