Job Description

1.

Client Acquisition and Relationship Management

Identify and target potential clients, including individuals, businesses, or institutions. Build and maintain strong, long-term relationships with existing clients. Understand clients' financial needs and offer appropriate banking or financial solutions.
2.

Sales and Revenue Generation

Promote and sell banking products such as loans, credit cards, insurance, and investment services. Meet or exceed monthly/quarterly sales targets and revenue goals. Analyze market trends to position products effectively.
3.

Market Research and Strategy

Conduct market analysis to identify new business opportunities. Monitor competitor activities and industry developments. Develop and implement business development strategies and campaigns.
4.

Networking and Partnerships

Attend industry events, conferences, and networking sessions to build connections. Develop partnerships with real estate agents, brokers, and other referral sources for business leads.
5.

Proposal and Pitch Development

Prepare customized presentations and proposals for prospective clients. Lead negotiations and close deals with new clients or partners.
6.

Coordination with Internal Teams

Collaborate with product, marketing, and operations teams to deliver solutions tailored to client needs. Provide client feedback to product teams to influence service improvement and innovation.
7.

Compliance and Risk Management

Ensure all client acquisition and sales activities comply with banking regulations and company policies. Perform due diligence and risk assessment for client onboarding.
8.

Reporting and Performance Tracking

Maintain and update CRM systems with lead and client information. Generate periodic reports on sales performance, market trends, and client feedback.

Key Skills Required

Strong knowledge of financial products and services Sales and negotiation skills Strategic thinking and market analysis Excellent communication and interpersonal skills Understanding of regulatory and compliance requirements
Job Type: Full-time

Pay: ₹15,000.00 - ₹35,000.00 per month

Benefits:

Commuter assistance Food provided Internet reimbursement
Education:

Bachelor's (Preferred)
Experience:

Insurance sales: 3 years (Preferred) FD: 2 years (Preferred) RD: 2 years (Preferred) CASA: 2 years (Preferred) Banking: 3 years (Preferred)
Work Location: In person