About the role
Role & responsibilities
- Identify sales opportunities for both the Bank and third-party products by acquiring new customers
and building new relationships.
- Manage business relations with existing customers to increase the depth of existing relationships.
- Achieve sales targets as assigned by the organization monthly as per Grade Matrix (BDE, Officer and
AM Sales)
- Record and track all engagement activities through the CRM system.
- Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry
Preferred candidate profile
Officer Sales 1 : Graduate Fresher/less than 1yr. of exp.
Officer Sales 2 : At-least 1 yrs. of Sales/Field experience
AM Sales: At-least 2 yrs. of BFSI/Banking experience.
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Questions, answered
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