Key Responsibilities:
- Manage and build relationships with existing customers through phone/video interactions.
- Understand customer financial needs and recommend suitable banking products.
- Cross-sell products such as Mutual Funds, Insurance, Deposits, Credit Cards, and Loans.
- Achieve sales and revenue targets.
- Deliver excellent customer service and resolve customer queries.
- Maintain customer records in CRM/Salesforce.
- Ensure compliance with banking policies and processes.
- Financial Advisory and Portfolio Management.
Required Products Knowledge of :-
Mutual Funds, Insurance, FD and RD, Demat, Investment Advisory, Loans,
Credit Cards, Wealth Products,Third Party Products (TPP)
Required Skills:
- Experience in Relationship Management or Banking Sales.
- Solid communication and client handling skills.
- Knowledge of banking and financial products.
- Cross-selling and sales orientation.
- Familiarity with CRM/Salesforce tools.
- Customer-centric approach and problem-solving ability.
Graduation is compulsory.
Minimum 2 Years of Experience required in Virtual Banking Sales.