Relationship Associate - Liability Sales

0 - 3 years

0 - 3 Lacs

Posted:1 day ago| Platform: Foundit logo

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Work Mode

On-site

Job Type

Full Time

Job Description

  • Client Relationship Management: Develop and nurture strong relationships with existing and potential clients, understanding their financial goals, needs, and preferences
  • Product Knowledge: Acquire in-depth knowledge of the organization's liability-based financial products and services, staying updated on market trends and industry developments
  • Sales Strategies: Develop and implement effective sales strategies to identify potential clients, generate leads, and convert prospects into loyal customers
  • Needs Assessment: Conduct thorough financial needs assessments for clients, analyzing their financial situations and offering tailored solutions that align with their objectives
  • Consultative Selling: Engage in consultative selling by presenting and explaining the benefits of liability products and services, addressing client inquiries, and overcoming objections
  • Cross-Selling: Identify opportunities for cross-selling and upselling additional financial products and services to clients based on their individual profiles and requirements
  • Sales Targets: Meet or exceed sales targets and quotas set by the organization, consistently achieving and maintaining high sales performance
  • Networking: Attend industry events, seminars, and networking opportunities to expand your professional network and generate leads

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