​

Sales & Business Development

• Consistently meet or exceed monthly and quarterly sales quotas for customer deposits, personal loans (assets), and new account openings.
• Identify and qualify prospective retail customers through systematic prospecting, cold calling, door-to-door visits, and field activations.
• Proactively onboard new potential retail customers to expand the bank’s market reach.
• Drive the expansion of the bank’s personal asset and liability portfolio by promoting diverse financial products.

Product Promotion & Digital Adoption

• Actively promote and onboard customers onto alternate channels such as mobile banking, agency banking, and other E-channels to drive transactional growth.
• Identify opportunities to cross-sell or upsell bank products, including cards and insurance, based on a thorough analysis of customer financial needs.
• Engage in specific product campaigns and marketing activations to increase brand awareness and product uptake.

Relationship Management & Service

• Maintain stable relationships with existing clients to minimize attrition through regular courtesy calls and high-visibility support.
• Conduct financial needs assessments for clients to provide suitable advice and appropriate product options.
• Act as a primary contact for customer inquiries and complaints, ensuring prompt resolution or escalation according to bank policy.

Compliance & Reporting

• Ensure all customer onboarding documentation is accurate and complies with Know Your Customer (KYC) and Anti-Money Laundering (AML) standards.
• Gather and share field information regarding competitor activity and customer trends to support future product development.
• Prepare and submit daily, weekly, and monthly performance reports, including activity pipelines and sales achievements.