Financial Services Professional
3 weeks ago
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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