🔹 1. Customer Relationship Handling Act as the main point of contact for clients Understand customer needs (loans, investments, accounts, insurance) Provide personalized financial solutions 🔹 2. Sales & Revenue Generation Sell banking products like: Savings/current accounts Loans (home, personal, business) Credit cards Insurance & investment products Achieve monthly/quarterly targets 🔹 3. Portfolio Management Handle a portfolio of clients (especially HNI – High Net-worth Individuals) Monitor account activity and suggest better financial plans Cross-sell and upsell services 🔹 4. Customer Service & Support Resolve customer issues quickly Ensure smooth processing of transactions Maintain long-term trust and loyalty 🔹 5. Market & Business Development Identify new potential customers Build networks through referrals, meetings, and field visits Stay updated on market trends and competitor offerings 🔹 6. Compliance & Documentation Ensure all banking rules and KYC norms are followed Maintain proper documentation for accounts and loans