equitas small finance

Key Responsibilities:

• Acquire new customers for CASA (Current Account & Savings Account) through field visits, cold calling, and networking
• Meet assigned sales targets and contribute to branch growth
• Conduct customer meetings and explain product features clearly
• Cross-sell banking products wherever applicable
• Ensure complete documentation and adherence to KYC norms
• Maintain customer relationships and provide post-sales service
• Report daily sales activity and maintain lead data in CRM