M Shiva Shankar

Achieve monthly and quarterly sales targets for CASA, RTD, and insurance products.

Generate new leads through field visits, cold calls, referrals, and branch walk-ins.

Conduct customer meetings to explain product features, benefits, and eligibility.

Cross-sell Life, Health, and General Insurance to existing customers.

Ensure proper KYC documentation and compliance as per bank norms.

Maintain good relationships with customers to enhance repeat business.

Coordinate with the branch team and insurance partners for seamless service delivery.

Participate in branch-level marketing and promotional activities.

Prepare daily/weekly sales reports and share updates with the Sales Manager.

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• Assisted in processing customer loan applications and verifying documentation.
• Managed client queries and provided timely information regarding financial products.
• Coordinated with team members to ensure compliance with regulatory standards.