Sales Professional

2 days ago

Palakkad, Kerala, India beBeeFinancial Full time ₹ 1,04,000 - ₹ 1,30,878
Sales Officer - Financial Services Specialist

We are seeking a proactive sales professional to join our team as a Financial Services Specialist. The ideal candidate will be responsible for cross-selling various financial products to bank customers, building strong relationships and acquiring new clients.

This role requires a minimum of 1 year of sales experience, preferably in the BFSI sector.

Key Responsibilities
  • Generate leads from an assigned bank by identifying potential customers and nurturing relationships.
  • Cross-sell financial products to bank customers by understanding their financial needs and selecting appropriate products.
  • Acquire new customers by utilizing the bank's database, foot traffic, and generated prospects.
  • Make appointments, explore customer financial needs, and ensure timely completion of sales by facilitating medical reports and policy document issuance.
  • Explore opportunities to develop new markets and segments.
Relationship Management
  • Build and maintain strong relationships with bank customers through effective communication and personalized service.
  • Support other Relationship Managers and the sales team by providing coaching on company knowledge, products, and services.
Required Skills and Qualifications
  • A minimum of 1 year of sales experience in any of the insurance channels.
  • Experience in insurance or BFSI is mandatory.
  • Must be a graduate.
  • A good track record and employment stability are essential.
  • Experience in sales verticals like banking, pharma, retail, and telecom is also preferred.

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