
Senior Financial Professional
7 days ago
Job Title: Banking Associate
We are seeking a highly motivated and results-driven banking professional to join our sales team. As a key member, you will be responsible for generating leads and engaging customers in partnership with our network of bank branches.
- Key Responsibilities:
- Build strong customer relationships through proactive communication and personalized financial planning
- Conduct client meetings and follow-ups to promote suitable life insurance products
- Educate customers on life insurance benefits and financial planning strategies
- Cross-sell and upsell insurance and financial products based on customer needs
- Stay informed on market trends and industry updates
- Maintain high standards of customer service and achieve monthly quarterly sales targets
Requirements:
- Bachelor's degree in any stream
- Minimum 1 year of experience in sales or banking
- Strong communication, negotiation, and interpersonal skills
- Knowledge of life insurance products, financial planning, and market dynamics
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