Note:
● Candidate must own a two-wheeler and possess a valid driving license.
● Candidate must have their own laptop.
Roles and Responsibilities
- Build and maintain strong, long-term relationships with existing and prospective clients
- Identify client financial needs and provide tailored solutions, including business loans, current accounts, swipe machine & QR codes
- Act as the primary point of contact for clients regarding financial product inquiries
- Meet or exceed sales and revenue targets by upselling financial products and services
- Conduct regular client meetings to review financial status and update service needs
- Properly collect basic documents & stay updated during all processes
- Work closely with internal departments such as operations, support & compliance to ensure seamless service delivery
- Stay updated on banking regulations, market trends, and financial product developments
.
Additional Qualifications and Skills
- Bachelor's degree in Finance, Business, Economics, or related field
- 1+ years of experience in banking, financial services, or relationship management
- Strong understanding of financial products, banking regulations, and compliance
- Excellent communication, negotiation, and interpersonal skills
- Proven track record of meeting sales goals and delivering exceptional customer service
