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Relationship Associate - Liabilities Sales

ConfidentialBhopal

30+ days ago

Job description

Client Relationship Management : Build and maintain strong relationships with existing clients to understand their financial needs and provide them with appropriate liability products and solutions

New Client Acquisition : Identify and prospect potential customers to expand the client base

This may involve networking, referrals, cold calling, and conducting sales presentations

Product Knowledge : Develop a deep understanding of the bank's liability products and stay updated with new offerings and features

Be able to articulate the benefits and advantages of different products to clients

Needs Analysis : Conduct thorough financial needs analysis for clients to assess their requirements and recommend suitable liability products and services accordingly

Cross-selling and Upselling : Identify opportunities to cross-sell or upsell other banking products or services based on the client's financial situation and needs

Sales Targets : Work towards achieving individual and team sales targets set by the bank or financial institution

Compliance and Regulations : Ensure compliance with all internal and external regulatory guidelines and policies while selling liability products and handling customer information

Documentation : Handle all necessary paperwork, documentation, and account opening processes for new clients

Role : Branch Sales Executive

Industry Type : Insurance

Department : Sales & Business Development

Employment Type : Full Time, Permanent

Role Category : Enterprise & B2B Sales

Education

UG : Any Graduate

PG : Any Postgraduate

Skills Required

Sales, Client Acquisition, Networking, Banking, Client Relationship Management, Finance, Cold Calling, Liability Products, Banking Products

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Relationship Associate • Bhopal

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