Financial Services Representative

3 days ago

Jamnagar, India beBeeBanking Full time

Job Description:We are seeking an experienced professional to fill the role of a Branch Sales Officer within our Branch Banking team. This individual will be responsible for driving the acquisition of new Current Account and Savings Account (CASA) and liability accounts through effective field sales, referrals, and cold-calling efforts.The ideal candidate will possess a proven track record in field sales, preferably within the banking or financial services sector, and have hands-on experience managing regulatory compliance and customer relationships.Key Responsibilities:CASA Acquisition: Drive the acquisition of new CASA and liability accounts through effective field sales, referrals, and cold-calling efforts.Target Achievement: Meet and exceed branch liability sales and revenue targets.Compliance & KYC: Ensure strict adherence to KYC, AML, and all internal regulatory policies in daily operations.Customer Relationship Management: Build and maintain strong, lasting customer relationships within the branch network.Product Cross-Selling: Effectively cross-sell other financial products, including insurance and mutual funds.Requirements:Direct experience in banking field sales.In-depth knowledge of CASA products and the entire KYC/AML process.Strong communication, negotiation, and customer service skills.Local market knowledge is highly preferred.Why this Role:Significant career growth opportunities in a leading financial institution.Attractive performance-based incentives.Exposure to a diverse portfolio of financial products.A supportive customer-first work culture.What We Offer:Competitive salary and benefits package.Opportunities for professional development and growth.Collaborative and dynamic work environment.Recognition and rewards for outstanding performance.

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