Posted:3 weeks ago|
Platform:
Remote
Full Time
Key Responsibilities
1. Sales & Business Development
• Promote and sell banking products, including credit services, loans, deposits, and
financial solutions.
• Achieve assigned sales targets and contribute to overall branch performance.
• Identify new business opportunities and generate leads through market visits,
referrals, and outbound calls.
• Conduct product presentations and explain features, benefits, and terms clearly to
customers.
2. Credit Sales & Evaluation
• Assist customers in understanding credit products, including credit cards, personal
loans, auto loans, and SME credit solutions.
• Collect required documentation and assist in initial credit assessments.
• Coordinate with the credit team to ensure timely processing and approval.
• Provide customers with updates on application status and ensure smooth onboarding.
3. Customer Relationship Management
• Build strong, long-term relationships with new and existing customers.
• Address customer inquiries, complaints, and service issues promptly and
professionally.
• Ensure high levels of customer satisfaction through excellent after-sales support.
• Maintain regular communication with clients to understand evolving needs.
4. Service Quality & Compliance
• Ensure adherence to company policies, banking regulations, and compliance
standards.
• Maintain accurate records of interactions, customer profiles, and transaction details.
• Collaborate with internal teams to ensure seamless service delivery.
• Participate in training sessions to stay updated on product knowledge and industry
best practices.
Required Skills & Competencies
Technical Skills
• Strong knowledge of banking products, financial services, and credit processes.
• Proven experience in sales, credit sales, or banking sales.
• Ability to analyze customer financial profiles and requirements.
• Proficiency in MS Office and CRM systems.
Soft Skills
• Excellent communication and interpersonal skills.
• Persuasive negotiation and presentation abilities.
• Strong problem-solving and decision-making capabilities.
• Customer-centric mindset with the ability to handle pressure and meet deadlines.
• High level of professionalism, integrity, and work ethics.
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