Key Responsibilities:Develop and maintain relationships with assigned clients or customer segmentsUnderstand customer needs and offer appropriate financial products or servicesAcquire new customers through field visits, referrals, and outreach activitiesConduct periodic reviews and follow-ups to ensure client satisfactionAddress and resolve customer queries, complaints, and issues promptlyCross-sell and upsell products to maximize revenue opportunitiesPrepare and maintain accurate documentation and client recordsLiaise with internal teams (credit, operations, compliance) to facilitate smooth service deliveryEnsure compliance with regulatory guidelines and company policiesAchieve individual and team sales targets and KPIs