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Rambeer Rambeer

Rambeer Rambeer

Banking & Finance Professional

Talent
RoorkeeMember since September 24, 2026
Customer Relationship ManagementRetail Banking ProductsLiability & Asset Product SalesInsurance Sales & Cross SellingKYC & DocumentationLead Generation & Field SalesCredit & Loan SourcingCommunication Skills
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Customer Relationship ManagementRetail Banking ProductsLiability & Asset Product SalesInsurance Sales & Cross SellingKYC & Documentation

About

Working as Field Sales Officer at State Bank of India under FOS model. Responsible for business development, customer acquisition, cross-selling banking and insurance products, and achieving targets.

Experience

Field Sales Officer – State Bank of India (SBI) Khanpur – FOS (Fit on Street) at State Bank of India (SBI) (2024-02 – Present)

Working as Field Sales Officer at State Bank of India under FOS model. Responsible for business development, customer acquisition, cross-selling banking and insurance products, and achieving targets.

  • Customer Service & Relationship Management – Customer support, needs assessment and relationship management.
  • Banking Products – Accounts, deposits, cards and other banking services.
  • Loans & Credit – Loan products, customer eligibility, processing and credit documentation.
  • KYC & Compliance – Customer identification, KYC verification and document validation.
  • Financial Products – Advising customers on suitable financial and investment products.
  • Insurance Products – Promoting and explaining life, health and other insurance products.
  • Sales & Business Development – Customer acquisition, lead generation, cross-selling and achievement of sales targets.
  • Field Recovery & Collections – Conducting field visits, following up on outstanding payments and supporting loan recovery and collection activities.
  • Documentation & Administration – Accurate handling of banking, loan, KYC, insurance and customer-related documentation.

Education

M.A. in Economics – Hariom Saraswati P.G. College, Dhanauri, Haridwar (2026)

B.A. in Economics – Swami Vivekanand College, Roorkee (2023)

12th – National Inter College, Dhanauri (2018)

10th – Kisan Inter College, Mundhalana (2016)

Diploma in Computer Course – Gurukula Institute of Computer Education (2017)

Skills

Banking & Finance Professional

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