Financial Services Professional

3 weeks ago


Chennai, Tamil Nadu, India Kaarlo Training & HR Solutions Pvt. Ltd. Full time

Job Overview

We are seeking a skilled Financial Services Professional to join our team at Kaarlo Training & HR Solutions Pvt. Ltd. The ideal candidate should have 1 to 3 years of experience in sales, preferably in the banking sector, with a proven track record of achieving sales targets and maintaining excellent customer relationships.

Key Qualifications and Skills

  • Sales - Strong ability to achieve or exceed sales targets with a history of success in a sales role
  • Customer Relationship Management - Excellent skills in managing and strengthening customer relationships to ensure customer satisfaction and loyalty
  • Communication Skills - Strong verbal and written communication skills to interact effectively with customers and team members
  • Financial Products Knowledge - Deep understanding of various financial products and services to advise and sell to clients
  • Negotiation Skills - Demonstrated ability to negotiate and close sales deals while maintaining profit margins
  • Target Achievement - Proven track record of meeting or exceeding monthly and quarterly sales targets
  • Lead Generation - Ability to generate leads through various channels and convert them into sales
  • Problem Solving - Strong problem-solving skills with the ability to handle customer issues efficiently and effectively

Responsibilities and Expectations

  • Identify and Approach Potential Customers - Identify and approach potential customers to promote and sell bank products and services
  • Maintain Customer Relationships - Maintain and develop strong relationships with existing customers to encourage repeat business and referrals
  • Achieve Sales Targets - Achieve monthly and quarterly sales targets as set by the management
  • Provide Sales Forecasts - Provide detailed and accurate sales forecasts to the management team
  • Stay Updated - Stay updated on the latest financial products and services offered by the bank to effectively address customer needs
  • Generate Leads - Generate leads through networking, research, and cold calling to expand the customer base
  • Ensure Customer Satisfaction - Ensure a high level of customer satisfaction by providing prompt and effective solutions to customer queries and issues
  • Report Progress - Report regularly to the sales manager on progress and market trends, including customer feedback


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