Sales Officer
2 days ago
Key Responsibilities
- Sales & Target Achievement
- Acquire new customers for banking products like Current & Savings Accounts (CASA).
- Achieve business targets for various financial products, including loans, fixed deposits, and insurance.
- Customer Relationship Management:Build and maintain strong relationships with customers to understand their financial needs.
- Manage and service the existing customer portfolio and coordinate with customers for renewals and after-sales service.
- Product Sales & Cross-selling:Promote and sell banking, third-party, and other financial products.
- Cross-sell products to home loan customers and open-market business.
- Customer Profiling & Needs Assessment:Profile customers on each call or visit to identify their needs and recommend suitable investment and insurance options.
- Gather customer family and insurance details to provide comprehensive solutions.
- Compliance & Quality:Ensure compliance with all required banking norms and regulations, including Know Your Customer (KYC) guidelines.
- Ensure the quality of business sourced and adhere to certification requirements for selling specific products, like insurance.
- Lead Generation & Market Awareness:Generate new customer leads and penetrate the market to meet productivity norms.
- Stay updated with market trends, competitor offerings, and provide market feedback to supervisors.
- Collaboration:Collaborate with Home Loan Executives and other partner representatives to ensure maximum customer engagement and joint calls.
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