
Financial Services Representative
1 day ago
We are currently seeking a Sales Professional to join our organization. The ideal candidate will be responsible for cross-selling various financial products to bank customers, building relationships and acquiring new clients. This role requires a minimum of 1 year of sales experience, preferably in the BFSI sector.
Job ResponsibilitiesThe successful candidate will be tasked with:
- Generating leads from assigned banks.
- Cross-selling financial products to bank customers.
- Acquiring new customers by utilizing the bank's database, foot traffic and generated prospects.
- Making appointments, exploring customer financial needs and selecting appropriate products to meet those needs.
- Ensuring the timely completion of sales by facilitating medical reports and the prompt issuance of policy documents.
The Sales Professional will also be responsible for:
- Building and maintaining strong relationships with bank customers.
- Supporting other Relationship Managers and the sales team by providing coaching on company knowledge, products and services.
- 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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