
Financial Product Sales Specialist
7 days ago
Key Roles and Responsibilities
The primary objective is to drive growth by promoting SME products to new customers and cross-selling to existing ones across departments. This involves contributing to top-line, PSL, and fee growth through various channels, including branch management, BBRMs/TRMs, BA-DSA, and open market sourcing.
Establishing and maintaining business relationships with branch staff in assigned territories is crucial for achieving the desired productivity levels of capital executives. Researching sources for developing prospective customers and gathering information on their potential is essential.
Analyzing the territory's or market's potential and determining the value of existing and prospective customers to the organization is vital. Resolving customer problems and complaints efficiently is also a key responsibility. Planning and organizing personal sales strategies with center heads and geography heads requires effective coordination.
Providing management with regular reports on customer needs, problems, interests, competitive activities, and potential for new products and services is crucial for informed decision-making. Liaising with trade associations, industry bodies, and canalizing agencies for business development is also necessary. Coordinating with internal verticals and RMs ensures smooth initial disbursement of sanctioned credit facilities.
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