Jcl Infraa

Identify customer needs and provide tailored financial solutions across deposits and investments products. Explain product features, benefits, and returns in a clear and customer-friendly manner. Develop and maintain long-term client relationships through regular follow-ups and reviews. Achieve assigned sales and revenue targets for banking and investment products. Conduct financial planning sessions with clients to understand goals and risk appetite. Keep up-to-date knowledge of financial products, market trends, and competitor offerings. Prepare reports on customer interactions, sales activities, and target achievements.