Job Description

? Client Acquisition and Onboarding: Identify potential clients, initiate contact, and manage the onboarding process to establish enhanced relationships

? Relationship Management: Regularly engage with clients to understand their financial goals, proactively offer suitable banking solutions, and address any concerns.

? Needs Analysis: Conduct thorough client assessments to identify financial needs and tailor tax, investments or banking products and services accordingly.

? Cross-Selling and Upselling: Identify opportunities to cross-sell additional banking products like credit cards, investments, or insurance to existing clients.

? Sales Target Achievement: Meet or exceed assigned sales targets for new accounts, crossselling, and revenue generation.

? Client Retention: Actively manage client relationships to minimize and maintain long-term loyalty

Customer Service: Provide excellent customer service by promptly responding to client inquiries and resolving issues effectively.

? Compliance: Adhere to all income tax policies, procedures, and regulatory requirements regarding KYC (Know Your Customer).

? Market Knowledge: Stay updated on market trends, new products, and regulations to provide informed advice to clients.

Experience Required

? Minimum 1 years of experience as Relationship Building in a bank or financial services company

? Proven track record of achieving sales targets in a competitive environment.

? Familiarity with CRM software and telephony systems

Job Types: Full-time, Permanent

Pay: ?20,000.00 - ?25,000.00 per month

Benefits:

Leave encashment Provident Fund
Schedule:

Day shift
Language:

English (Required)
Work Location: In person

Speak with the employer

+91 8595417186