Sales Officer

Cyitech Search Interactive Solutions Private Limited

0 - 4 years

0 Lacs

bangalore noida chennai hyderabad kolkata gurugram pune mumbai city delhi

Posted:1 hour ago| Platform: Shine logo

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Skills Required

sales executive activities direct sales fintech sales

Work Mode

On-site

Job Type

Full Time

Job Description

Key Responsibilities

Customer prospecting & onboarding
Engage with potential customersthrough field and offsite marketing eventsand help open new accounts or acquire business
Crossselling banking and thirdparty products
Identify customer needs and recommend relevant products (e.g., personal loans, credit cards, insurance, mutual funds) .
Meeting sales targets
Achieve daily, monthly, and quarterly sales goals as set by the bank
CRM & documentation
Maintain accurate records of customer interactions and complete necessary applications, forms, and mandatory certifications (like AMFI or EUIN)
Customer service & query resolution
Handle customer queries, provide support, and ensure high satisfaction levels
Local travel & marketing
Conduct canvassing, attend local events, and travel within assigned territories to meet new prospects.

Eligibility & Requirements

Educational qualification
: Typically a graduate degree; freshers welcome.
Certifications
: Completion of banking certification programs like AMFI/EUIN as required.
Skills
: Strong communication, customer orientation, ability to persuade and build relationships; willingness to travel and work flexible hour

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