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.