Job Description

Acquire new customers for Non. Convertiable Debenture

(NCDs)

,

(CCD)

, and other liability products through field visits, referrals, and branch walk-ins. Assist in promoting and selling

third-party financial products

, including life/general

insurance

and

digital banking services

. Perform in-depth customer profiling to identify cross-selling opportunities and offer suitable financial solutions. Ensure proper customer on boarding, documentation, and adherence to

KYC/AML guidelines

as per regulatory and company standards. Build and maintain long-term relationships with customers by providing personalized service and proactive follow-ups. Maintain daily logs of customer interactions, leads, conversions, and service requests in internal CRM systems. Collaborate with internal teams (operations, credit, and compliance) to resolve queries and ensure seamless customer service. Participate in

local marketing campaigns

, customer outreach programs, and financial awareness drives organized by the branch. Attend regular product and sales training sessions to stay updated on offerings and regulatory requirements. Achieve individual sales and service targets as defined by the branch/business head.

Candidate Profile:

Graduate in any stream (Commerce, Finance, or Business preferred).

Fresher's may apply

; candidates with

up to 2 years of sales or customer relationship experience

in a

Bank or NBFC

will be given preference. Basic knowledge of financial products such as NCDs, insurance, or digital banking is a plus. Strong interpersonal and communication skills. Energetic, self-motivated, and target-oriented. Willing to travel locally for client meetings and field sourcing.

What We Offer:

Competitive salary with performance-linked incentives Extensive product and soft skills training Growth opportunities within branch and regional banking roles Dynamic work culture with a focus on learning and development
Job Type: Full-time

Benefits:

Internet reimbursement Leave encashment Paid sick time Provident Fund
Job Type: Full-time

Pay: ?15,000.00 - ?45,000.00 per month

Benefits:

Leave encashment
Education:

Bachelor's (Preferred)
Experience:

Customer relationship : 3 years (Required)
Willingness to travel:

75% (Required)
Work Location: In person