2-4 years
MBA graduation
UAE
3-4 Lacs P.A.
Customer Acquisition
Identify and onboard new customers
Promote bank products like savings accounts, current accounts, loans, credit cards, insurance, etc.
Product Promotion & Sales
Explain features and benefits of banking products
Cross-sell and up-sell relevant financial products based on customer needs
Relationship Management
Build and maintain strong relationships with customers
Ensure customer satisfaction and long-term retention
Lead Generation & Follow-ups
Generate leads through calls, visits, referrals, and campaigns
Follow up with prospective customers and close sales
KYC & Documentation
Collect and verify customer documents
Ensure compliance with KYC, AML, and internal bank policies
Target Achievement
Meet monthly/quarterly sales targets
Track performance and report progress to supervisors
Market Awareness
Stay updated on bank products, interest rates, and competitor offerings
Share market feedback with the management
Customer Support Coordination
Assist customers with basic queries
Coordinate with internal teams for issue resolution
Compliance & Ethics
Follow RBI/bank regulations and ethical sales practices
Avoid mis-selling and ensure transparency
Reporting & MIS
Maintain sales records and customer data
Submit daily/weekly sales and activity reports
