Customer Relationship Management: Establish and maintain strong relationships with existing and potential customers in rural areas.
Regularly interact with clients to understand their financial requirements and provide personalized assistance.
Sales and Business Development: Identify potential customers and create strategies to expand the customer base.
Product Knowledge: Acquire a comprehensive understanding of the company's products and services.
Educate customers about the features, benefits, and suitability of different financial products.
Cross-selling: Identify cross-selling opportunities and recommend appropriate financial products to existing customers to maximize their engagement.
Market Research: Stay up-to-date with market trends, competitor offerings, and changes in rural banking policies and regulations. Use this information to adapt sales strategies and identify new business opportunities.
Sales Targets: Work towards achieving monthly and quarterly sales targets set by the management.
Data Management: Maintain accurate records of all customer interactions, sales activities, and relevant data in the bank's CRM system.
Compliance: Ensure adherence to all regulatory and internal guidelines while promoting and selling financial products and services