- Client Relationship Management: Build and maintain strong relationships with existing clients to understand their financial needs and provide them with appropriate liability products and solutions
- New Client Acquisition: Identify and prospect potential customers to expand the client base
- This may involve networking, referrals, cold calling, and conducting sales presentations
- Product Knowledge: Develop a deep understanding of the bank's liability products and stay updated with new offerings and features
- Be able to articulate the benefits and advantages of different products to clients
- Needs Analysis: Conduct thorough financial needs analysis for clients to assess their requirements and recommend suitable liability products and services accordingly
- Cross-selling and Upselling: Identify opportunities to cross-sell or upsell other banking products or services based on the client's financial situation and needs
- Sales Targets: Work towards achieving individual and team sales targets set by the bank or financial institution
- Compliance and Regulations: Ensure compliance with all internal and external regulatory guidelines and policies while selling liability products and handling customer information
- Documentation: Handle all necessary paperwork, documentation, and account opening processes for new clients
Role: Branch Sales Executive
Industry Type: Insurance
Department: Sales & Business Development
Employment Type: Full Time, Permanent
Role Category: Enterprise & B2B Sales
Education
UG: Any Graduate
PG: Any Postgraduate
