1. Meet customers to sell all financial products. 2. Build relationships with clients and communities. 3. Provide solutions for short- and long-term financial goals. 4. Influence customers to buy FD who have no prior Deposit relationship. 5. Ensure proper customer profiling on each call / customer visit, to identify and understand his/her needs and accordingly recommend investment and Insurance options. 6. Obtain appropriate documents / information from the client and ensure the forms are duly completed before logging the sale. 7. The necessary details to the customers for the proper services. 8. Determine clients’ financial needs and areas of improvement. 9. Sell trusts, investments and check processing services. 10. Determine future growth and help clients achieve financial security. 11. Determine clients financial needs and areas of improvement. 12. Determine security risks. 13. Develop prospects from current commercial customers, referral leads, and sales and t
