Field Sales Officer- Insurance / Banca/ CASA - Bank - Across Mumbai

Hi,

CANDIDATE HAVING EXPERIENCE SALES (ANY BFSI Sales) AND READY TO GO FIELD CAN APPLY

Interested candidate can revert back with updated resume on qcnaukri1@gmail.c

CTC : 4 to 5.5 lkhs

Contact Person : Divya - [Confidential Information] WASSUP 9137265848

LPA

Purpose of the

• role:To acquire HNI/Affluent New To Bank liabilities relationships (Saving Accounts / Current Accounts / Deposits) and build stable balances through customer onboar

ding.

Key Responsibil

• ities:Identify potential catchment areas to acquire HNI/Affluent liabilities customers for Equitas
• Bank.To do marketing activities and generate leads for acquiring HNI/Affluent cust
• omers.Build a database of customer leads through refer
• ences.Schedule meetings with potential HNI/Affluent liabilities customers and understand their requirement; thereafter presenting them with the most suitable products and explaining the features/ben
• efits.Communicate clearly to customers on the requirements for various types of products, services, documents to be provided to the
• bank.Also clearly explain the customer on required balances/deposits to be maintained to avail various products and ser
• vices.Ensure that all customer documents are verified with originals and are handled with care and confidenti
• ality.Complete all account opening related processes accurately so that the customer experience is enhanced and forms the foundation of a long relationship with the
• bank.Maintain continuous communication with customers on the status of their account opening pr
• ocess.Frequently communicate with newly signed up customers and assist them with additional products and services based on their requirements for example, relevant loan products, investment product
• s etc.Build reference network from newly signed up customers for potential
• leads.Regularly update Daily Sales Reports and discuss on the plans, action items, progress with the supe

rvisor

Desired Experience & Qualifi

• cation:Graduate with 1 to 4 years of experience in liabilities customer acquisition, preferably in HNI/Affluent customer acqui
• sition.Good communication, sales and negotiation
• skillsMust have good knowledge of the local and surrounding markets in th
• e area.Must have good knowledge on products and services offered to HNI/Affluent cus

tomers.