Relationship Associate

3 days ago

Bhopal, Madhya Pradesh, India Max Life Insurance Full time
Job Description

- Client Relationship Management: Build and maintain strong relationships with existing clients to understand their financial needs and provide them with appropriate liability products and solutions
- New Client Acquisition: Identify and prospect potential customers to expand the client base
- This may involve networking, referrals, cold calling, and conducting sales presentations
- Product Knowledge: Develop a deep understanding of the bank's liability products and stay updated with new offerings and features
- Be able to articulate the benefits and advantages of different products to clients
- Needs Analysis: Conduct thorough financial needs analysis for clients to assess their requirements and recommend suitable liability products and services accordingly
- Cross-selling and Upselling: Identify opportunities to cross-sell or upsell other banking products or services based on the client's financial situation and needs
- Sales Targets: Work towards achieving individual and team sales targets set by the bank or financial institution
- Compliance and Regulations: Ensure compliance with all internal and external regulatory guidelines and policies while selling liability products and handling customer information
- Documentation: Handle all necessary paperwork, documentation, and account opening processes for new clients

Role:Branch Sales Executive

Industry Type:Insurance

Department:Sales & Business Development

Employment Type:Full Time, Permanent

Role Category:Enterprise & B2B Sales

Education

UG:Any Graduate

PG:Any Postgraduate

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