- Client Relationship Management:Develop and maintain strong relationships with existing and potential
- clients in the assigned territory or market segment.
- Business Development:Identify new business opportunities and proactively market financial products (loans
- and related services) to potential customers.
- Product Promotion:Effectively communicate and promote various financial products offered by the
- organization to prospective clients.
- Sales Targets:Achieve sales targets by effectively managing leads, conversions, and client retention strategies.
- Customer Service:Provide excellent customer service to clients, addressing their queries and resolving any
- issues promptly and professionally.
- Market Analysis:Stay updated with market trends, competitor activities, and changes in regulations to
- identify opportunities and potential risks.
- Cross-Selling:Identify cross-selling opportunities and recommend appropriate financial products to clients to
- meet their needs.
- Documentation:Ensure accurate and timely documentation of all client interactions, transactions, and sales
- related activities.
- Compliance:Adhere to the companys policies, procedures, and regulatory guidelines to maintain compliance
- at all times.
- Reporting:Provide regular reports on sales activities, market insights, and customer feedback to themanagement team.
Qualifications and Skills:
- Minimum of 2 years of marketing experience in the finance industry, particularly in bank/NBFC loans (Business
- Loans, Housing Loans, Cash Credit limit (CC), Overdrafts limit (OD), Term Loans limit, and Loan Against
- Property).
- Educational qualifications: MBA, M.com, or BBA. Strong communication and interpersonal skills to effectively interact with clients.
- Proven ability to achieve sales targets and customer satisfaction goals.
- Knowledge of financial products, market trends, and regulatory requirements.
- Must possess a personal 2-wheeler for travel within the assigned territory
