About the role
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
Qualifications
Optimal qualification for success on the job is depends on Grade offer to:
• Officer Sales-2 : Graduate with more than 1 year of experience (upto 2 years)
• Officer Sales-1 : Graduate with less than 1 year of experience
Role Proficiencies:
For successful execution of the job, the candidate should possess the following:
• Good communication (both verbal and written) skill in both English and the local language.
• Excellent lead generation and conversion skill
• Ability to handle pressure and meet deadlines.
• Ability to work successfully as a part of a team.Role & responsibilities
Preferred candidate profile
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