About the role
Role & responsibilities
Identify sales opportunities for both the Bank and third-party products by acquiring new customers and building new relationships.
• Manage business relations with existing customers to increase the depth of existing relationships.
• Achieve sales targets as assigned by the organization monthly as per Grade Matrix (BDE, Officer and
AM Sales)
• Record and track all engagement activities through the CRM system.
• Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry
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