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 workplace Familiarity with CRM software and telephony systems Job Types Full-time Permanent Pay 20 000 00 - 25 000 00 per month Job Type Full-time Pay 20 000 00 - 25 000 00 per month Schedule Day shift Language English Preferred Work Location In person Speak with the employer 91 (phone hidden)

📌 Sales Executive (New Delhi)
🏢 ELOURA STERLING PRIVATE
📍 New Delhi