Client Business Growth Specialist

3 days ago


Bhopal, Madhya Pradesh, India beBeeRelationship Full time ₹ 15,000 - ₹ 28,00,000
Build Strong Client Relationships and Drive Business Growth

Job Title: Relationship Associate

  • Develop strong relationships with existing clients to understand their financial needs and provide tailored solutions.
  • Identify and prospect new customers to expand the client base through effective networking, referrals, and sales presentations.
  • Stay up-to-date with the bank's liability products and articulate the benefits of different offerings to clients.
  • Conduct thorough financial needs analysis for clients to recommend suitable products and services.
  • Identify opportunities to cross-sell or upsell other banking products or services based on the client's financial situation and needs.
  • Work towards achieving individual and team sales targets set by the bank while ensuring compliance with regulatory guidelines.
  • Handle all necessary paperwork, documentation, and account opening processes for new clients.
Key Responsibilities:
  • Client Relationship Management
  • New Client Acquisition
  • Product Knowledge
  • Needs Analysis
  • Cross-selling and Upselling
  • Sales Targets
  • Compliance and Regulations
  • Documentation
Requirements:
  • Bachelor's degree in any field
  • Postgraduate degree preferred
Industry Type: Insurance
Department: Sales & Business Development
Employment Type: Full Time, Permanent
Role Category: Enterprise & B2B Sales

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