Posted:6 days ago|
Platform:
On-site
Full Time
Job Description
Client Acquisition and Onboarding: Identify potential clients, initiate contact, and manage the onboarding process to establish enhanced relationships
Relationship Management: Regularly engage with clients to understand their financial goals, proactively offer suitable banking solutions, and address any concerns.
Needs Analysis: Conduct thorough client assessments to identify financial needs and tailor tax, investments or banking products and services accordingly.
Cross-Selling and Upselling: Identify opportunities to cross-sell additional banking products like credit cards, investments, or insurance to existing clients.
Sales Target Achievement: Meet or exceed assigned sales targets for new accounts, crossselling, and revenue generation.
Client Retention: Actively manage client relationships to minimize and maintain long-term loyalty
Customer Service: Provide excellent customer service by promptly responding to client inquiries and resolving issues effectively.
Compliance: Adhere to all income tax policies, procedures, and regulatory requirements regarding KYC (Know Your Customer).
Market Knowledge: Stay updated on market trends, new products, and regulations to provide informed advice to clients.
Experience Required
Minimum 1 years of experience as Relationship Building in a bank or financial services company
Proven track record of achieving sales targets in a competitive environment.
Familiarity with CRM software and telephony systems
Job Types: Full-time, Permanent
Pay: ₹20,000.00 - ₹25,000.00 per month
Job Type: Full-time
Pay: ₹20,000.00 - ₹25,000.00 per month
Schedule:
Language:
Work Location: In person
Speak with the employer
+91 9549893345
ELOURA STERLING PRIVATE LIMITED
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