Key Accountabilities (List the expected end results or KPIs that the incumbent is expected to achieve for this job. Do not list more than 5)

· Learn and grasp the product capabilities of current accounts, deposit products and other basic cash management services offered by DBIL.
Achieve daily/weekly/monthly targets by:
Conducting outbound calling and pitching GTS product services to existing account holders and passing on the leads to the frontline teams for conversion.
Conducting outbound calling and pitching GTS product services to new customers and passing on the leads to the frontline teams for conversion.

· Effectively present and explain cash management product features and advantages to customers.

· Qualify leads by understanding customer needs and assessing their suitability for specific products.

· Overcome customer objections and address concerns professionally and confidently.

· Accurately record customer interactions and update CRM systems.

· Maintain high levels of customer service and professionalism throughout the sales process.

· Comply with all sales processes, compliance regulations, and bank policies.

· Participate in regular team meetings and training sessions to enhance sales skills and product knowledge.





· Proactively identify and report any potential sales improvement opportunities.

· Contribute to a positive and team-oriented team workplace.

· Note any grievances / issues raised by the clients and notify to the relevant team members for resolution of the grievance.

Experience (Indicate nature and extent of work experience including number of years required, if applicable.)

· Prior experience in telecalling to pitch banking products especially deposit, current and savings account products.
Successfully communicated complex financial product information (cash management products - current accounts, savings accounts, term deposits) clearly and concisely to customers in previous roles, leading to improved sales outcomes

· Experience in proactively identifying customer needs related to cash management solutions and using that information to tailor product offerings, resulting in increased customer satisfaction and higher conversion rates

· Demonstrated ability to understand and address customer questions and concerns related to cash management solutions, converting inquiries into sales opportunities

📌 Relation Management Mumbai
🏢 Freelancer Pooja Prashanth Acharya
📍 Mumbai