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Vrinda Global
RM- Branch Banking Sales
Vrinda Global · posted 2 months ago
Punjabbfsi
About the role
Key Responsibilities
- CASA Acquisition: Source and acquire new Current Account and Savings Account (CASA) customers through field visits, networking, and local market mapping.
- Cross-Selling: Promote retail liability and fee-based products including Fixed Deposits (FD), Recurring Deposits (RD), Insurance, Mutual Funds, and Gold Loans.
- Relationship Management: Maintain client portfolios, handle service requests, and secure customer retention and referrals.
- Compliance: Ensure accurate, error-free documentation and proper KYC guidelines for new accounts.