1 Client Acquisition and Relationship Management Identify and target potential clients including individuals businesses or institutions Build and maintain strong long-term relationships with existing clients Understand clients financial needs and offer appropriate banking or financial solutions 2 Sales and Revenue Generation Promote and sell banking products such as loans credit cards insurance and investment services Meet or exceed monthly quarterly sales targets and revenue goals Analyze market trends to position products effectively 3 Market Research and Strategy Conduct market analysis to identify new business opportunities Monitor competitor activities and industry developments Develop and implement business development strategies and campaigns 4 Networking and Partnerships Attend industry events conferences and networking sessions to build connections Develop partnerships with real estate agents brokers and other referral sources for business leads 5 Proposal and Pitch Development Prepare customized presentations and proposals for prospective clients Lead negotiations and close deals with new clients or partners 6 Coordination with Internal Teams Collaborate with product marketing and operations teams to deliver solutions tailored to client needs Provide client feedback to product teams to influence service improvement and innovation 7 Compliance and Risk Management Ensure all client acquisition and sales activities comply with banking regulations and company policies Perform due diligence and risk assessment for client onboarding 8 Reporting and Performance Tracking Maintain and update CRM systems with lead and client information Generate periodic reports on sales performance market trends and client feedback Key Skills Required Strong knowledge of financial products and services Sales and negotiation skills Strategic thinking and market analysis Excellent communication and interpersonal skills Understanding of regulatory and compliance requirements Job Type Full-time Pay 15 000 00 - 35 000 00 per month Advantages Commuter assistance Food provided Internet reimbursement Education Bachelor s Preferred Experience Insurance sales 3 years Preferred FD 2 years Preferred RD 2 years Preferred CASA 2 years Preferred Banking 3 years Preferred Work Location In person

📌 Bde(male Only)(nbfc)
🏢 Jobbycart technologies private
📍 Tiruchirappalli