Job Description
The Sales Associate deepens the relationships with existing clients by providing proactive account management through cross‑selling, lobby sales, and supporting client retention efforts. The incumbent handles the client onboarding process, ensuring complete and accurate Know Your Customer (KYC) documentation in compliance with AML/CFT policies. Supports both the business and operational objectives of the branch by strengthening client relationships, ensuring regulatory compliance, and helping maintain smooth branch operations.
Your Impact
- Proactively cross‑sell banking products to existing clients and generates new customer leads through cold calls, referrals, field visits, and in‑branch walk‑ins
- Achieve monthly, quarterly, and annual sales targets for deposits, loans, credit cards, bancassurance, and other assigned products
- Actively participate in roadshows, and corporate tie‑ups to generate qualified leads
- Identify a...