We are looking for the candidates who are able to do sales in the bank products like saving account, fixed deposit, recurring deposit, need to generate the leads by own and do the business. Daily logins has to happen.
Responsibilities:
Develop and maintain strong relationships with existing clients.
Identify and pursue new business opportunities to expand client base.
Provide personalized financial solutions to clients based on their needs.
Conduct regular reviews of clients’ accounts and financial plans.
Coordinate with internal departments to ensure seamless service delivery.
Keep abreast of the latest financial products and services.
Ensure compliance with all regulatory requirements and internal policies.
Prepare and present financial reports and forecasts to clients.
Skills:
Client Relationship Management
Financial Analysis
Sales
Negotiation
Presentation Skills
Regulatory Compliance
CRM Software
Microsoft Office Suite