Manage and service an assigned portfolio of customers through phone, video, email, and digital channels.
Build long-term relationships with customers by understanding their financial needs and banking requirements.
Conduct regular portfolio reviews and identify opportunities for relationship deepening.
Ensure high levels of customer satisfaction and retention.
* Sales & Revenue Generation
Drive sales of banking products and services including:
- Savings and Current Accounts
- Fixed Deposits and Recurring Deposits
- Mutual Funds
- Insurance Products
- Credit Cards
- Personal Loans
- Home Loans
- Wealth & Investment Products
- Forex and Trade Services (where applicable)
Achieve monthly, quarterly, and annual sales targets.
Generate incremental revenue through cross-sell and upsell opportunities within the customer portfolio.
Acquire product referrals and convert leads into business opportunities.
Preferred candidate profile
- Graduate with 1 -3 years of experience
- Communication skills Verbal & Written
- Flair for Sales
- Valuable listening skills and strong communication abilities.
- Be Confident and willing to learn with a flair for knowledge. Possess an upbeat, positive can-do attitude & works with integrity
- Team Player, collaborative Self-motivated person including the ability to act as a role model within the organization. Should be able to establish rapport quickly with peers, managers & customers