- Acquiring new accounts: Opening new current and savings accounts in a branch's catchment area - Cross-selling: Increasing the wallet share of banking products like insurance, mortgages, and SIPs - Building relationships: Developing strong relationships with clients to understand their financial needs - Meeting targets: Meeting or exceeding monthly sales targets - Resolving issues: Collaborating with internal teams to resolve client issues - Activating accounts: Opening accounts, linking them to UPI, and ensuring they have a minimum balance - Participating in events: Attending corporate induction and migration events - Conducting micro marketing: Generating leads through low-cost micro marketing activities (ref:updazz.com)
updazz .com
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