Manage branch customer relationships and service activities, ensuring audit and regulatory compliance. Acquire customers through area mapping, cold calls, and BTL activities; complete AOF, KYC, and CKYC processes; cross-sell insurance and investment products; activate digital banking; and manage customer portfolios, balances, usage, and service requests within defined turnaround times.
To manage customer servicing and relationship activities through understanding customer requirements, recommending suitable banking solutions, facilitating service delivery and ensuring compliance with regulatory and Bank policies.
- 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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