Job Role Field Sales Executive – Forex & Travel Products Key Responsibilities:
- Engage with customers for delivery, KYC, onboarding, and activation of accounts and cards.
- Explain the benefits and features of Forex Cards to customers.
- Cross-sell additional travel-related products, including:
- Travel Insurance
- e-SIM
- Forex Cash
- Other applicable travel products
- Build and maintain robust customer relationships.
- Generate customer referrals for incentive-based products.
- Assist customers with account/card-related queries and service processes.
- Ensure accurate completion of KYC and onboarding procedures.
- Maintain proper customer records and follow company service guidelines.
- Participate in regular training programs to improve product and service knowledge.
- Stay updated on product features, processes, offers, and service standards.
- Achieve assigned sales, activation, and cross-selling targets.
- Maintain a professional and customer-focused approach during all interactions.
Required Skills
- Strong communication and customer-handling skills.
- Good convincing and cross-selling abilities.
- Customer relationship management skills.
- Basic understanding of sales and service processes.
- Target-oriented and self-motivated approach.
- Willingness to interact directly with customers.
- Ability to learn and explain financial and travel-related products.
Job Details
- Department: Sales & BD
- Role / Category: Field Sales
- Employment Type: Full Time
- Shift: Day Shift