Relationship Associate - Liabilities Sales

Max Life Insurance

0 - 3 years

0 - 3 Lacs

gandhidham gujarat india

Posted:13 hours ago| Platform: Foundit logo

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Skills Required

client relationship management needs analysis new client acquisition regulatory compliance product knowledge cross-selling

Work Mode

On-site

Job Type

Full Time

Job Description

Client Relationship Management: Build and maintain strong relationships with existing clients to understand their financial needs and provide them with appropriate liability products and solutions
New Client Acquisition: Identify and prospect potential customers to expand the client base
This may involve networking, referrals, cold calling, and conducting sales presentations
Product Knowledge: Develop a deep understanding of the bank's liability products and stay updated with new offerings and features
Be able to articulate the benefits and advantages of different products to clients
Needs Analysis: Conduct thorough financial needs analysis for clients to assess their requirements and recommend suitable liability products and services accordingly
Cross-selling and Upselling: Identify opportunities to cross-sell or upsell other banking products or services based on the client's financial situation and needs
Sales Targets: Work towards achieving individual and team sales targets set by the bank or financial institution
Compliance and Regulations: Ensure compliance with all internal and external regulatory guidelines and policies while selling liability products and handling customer information
Documentation: Handle all necessary paperwork, documentation, and account opening processes for new clients

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