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Job Overview

We are seeking a detail-oriented and dedicated Banksales Officer to join our team at Kovilpatti. This full-time, junior-level position requires a minimum of 1 to 3 years of relevant work experience. The ideal candidate will be responsible for promoting and selling banking products and services, enhancing customer satisfaction, and contributing to the achievement of business targets.

Qualifications and Skills

• Proven experience in a sales role within the banking industry, with a strong track record of meeting sales targets.
• Must be proficient in Salesforce (Mandatory skill) to manage and analyze customer information effectively.
• Excellence in customer relationship management (Mandatory skill) to build and maintain strong client relationships.
• Experience in cross-selling techniques (Mandatory skill) to maximize product penetration.
• Proficiency in CRM software to manage customer interactions and data efficiently.
• A sound understanding of financial products knowledge to advise clients appropriately.
• Ability in data analysis to interpret consumer data and suggest improvements in sales strategies.
• Expertise in using Microsoft Excel for data management and reporting purposes.
• Familiarity with digital banking tools to meet the evolving needs of clients.

Roles and Responsibilities

• Promote and sell banking products and services to new and existing customers, ensuring satisfaction and loyalty.
• Meet and exceed individual and team sales targets by employing effective sales techniques.
• Develop and maintain strong relationships with clients to enhance customer satisfaction and loyalty.
• Utilize Salesforce to manage customer data, track sales interactions, and generate sales reports.
• Provide clients with sound financial advice, matching products to their particular needs.
• Engage in cross-selling of banking products to increase market penetration and revenue.
• Stay up-to-date with the latest banking regulations and products to provide accurate information to clients.
• Collaborate with team members and management to improve sales processes and strategies.