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Relationship Associate - Liabilities Sales
ConfidentialIndore25 days ago
Job descriptionClient 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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Associate Sales • Indore
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