1 - 5 years

Chennai All india

Posted:7 months ago

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Job Description

In this role as a Banking Sales Executive, your primary responsibility will be to acquire CASA and liabilities accounts through various channels such as cold calling, market references, cross-selling, and promoting third-party products like life & health insurance and mutual funds SIPs. You will need to demonstrate strong customer service attitude, negotiation skills, and relationship-building abilities to convince customers and achieve sales targets. Additionally, you will be required to implement sales and marketing activities within the branch to enhance the Liabilities business. Your key responsibilities will include: - Acquisition of CASA & liabilities accounts through cold calling, market references, and cross-selling - Selling third-party products like life & health insurance and mutual funds SIPs - Developing new relationships and leveraging existing ones to meet liability acquisition targets - Acquiring new customers through various channels such as campaigns, branch walk-ins, referrals, and industry associations - Achieving overall numbers and value targets as per the scorecard - Ensuring timely opening of accounts and providing a smooth onboarding experience to new customers To excel in this role, you should possess: - Minimum 1+ years of experience in Banking CASA Field Sales (Liability insurance sales preferred) - Selling skills and good communication skills - Ability to fluently speak and understand the local language - Understanding of KYC and AML guidelines - Compliance with Bank policies and guidelines For any further information, please contact Hemant. In this role as a Banking Sales Executive, your primary responsibility will be to acquire CASA and liabilities accounts through various channels such as cold calling, market references, cross-selling, and promoting third-party products like life & health insurance and mutual funds SIPs. You will need to demonstrate strong customer service attitude, negotiation skills, and relationship-building abilities to convince customers and achieve sales targets. Additionally, you will be required to implement sales and marketing activities within the branch to enhance the Liabilities business. Your key responsibilities will include: - Acquisition of CASA & liabilities accounts through cold calling, market references, and cross-selling - Selling third-party products like life & health insurance and mutual funds SIPs - Developing new relationships and leveraging existing ones to meet liability acquisition targets - Acquiring new customers through various channels such as campaigns, branch walk-ins, referrals, and industry associations - Achieving overall numbers and value targets as per the scorecard - Ensuring timely opening of accounts and providing a smooth onboarding experience to new customers To excel in this role, you should possess: - Minimum 1+ years of experience in Banking CASA Field Sales (Liability insurance sales preferred) - Selling skills and good communication skills - Ability to fluently speak and understand the local language - Understanding of KYC and AML guidelines - Compliance with Bank policies and guidelines For any further information, please contact Hemant.

Skills Required

selling skills good communication skills fluently speaks understands local language negotiation relationship building skills

Work Mode

On-site

Job Type

Full Time

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