- Manage relationships with existing clients to identify their financial needs and provide tailored solutions.
- Cross-sell banking products such as credit cards, loans, insurance policies, and other relevant services.
- Identify new business opportunities through cross-selling and upselling of bank's products to existing customers.
- Meet or exceed monthly targets for sales performance by consistently meeting customer needs.
Job Requirements :
- 1-4 years of experience in bancassurance, BFSI sales, CASA sales, credit card sales, loan sales, or related fields.
- Strong understanding of banking products including insurance sales and life insurance.
- Excellent relationship management skills with ability to build strong rapport with customers.
- Proven track record of achieving sales targets in a quick-paced environment.