1. To directly promote and accrue sales of various liability products offered by the bank and to acquire
new customers and expand existing customer relationships through consultative selling.
1. Promotes and sells various liability products offered by the bank, aiming to attract low-cost deposits from diverse customer segments, and sources current and savings accounts.
2. Prospects for new customers through existing leads, referrals, cold calling, etc. and maximizing lead generation
3. Ensures timely follow-through and healthy closure rate of leads
4. Achieves ascribed monthly sales target
5. Informs customers of new products or product enhancements to further expand the banking relationship and enhance customer value.
6. Establishes and maintains effective relationships with customers, and maintains a high level of customer service
7. Advises customers on available bank products and services based on the understanding of customers’ financial needs and recommends appropriate solutions.
8. Cross-sells secured assets offered by the bank
9. Adheres to the expected level of due diligence, internal policies, and KYC norms while opening new accounts
# Experience:-
Fresher / 1-2 years of previous experience in a sales executive/officer role in the Financial Services/ Insurance/pharma sectors.