Responsible for client acquisition and managing the overall client relationship
Responsible for achieving target
Engaging with customers to enrich the relationships and garner higher wallet share of the client.
Ensure coverage of all relationships through customer engagements and risk profiling
Identify potential customers who can be sold tailored products to enhance product penetration
Acquire new customers through converting referral leads.
Provide complete and comprehensive information on products, services, charges etc. proactively to the customer and ensure best services are provided to them.
Having relevant experience in financial services industry.
Proven people, business and client relationship handling skills
Having a pleasing personality and effective communication skills
Ability to engage very large clients
Strong persuasion skills
Deal closure ability
Ability to understand, anticipate and react to competitive market requirements, industry opportunities and constraints
Key Skills
Saving Account
HNI Sales
Casa Sales
Loan Sales
Banking Sales
Mutual Funds Sales
HNI Acquisition
Current Account