Roles and Responsibilities

Job Summary:

Responsible for promoting and selling various banking loan and insurance products to new and existing customers. The role involves lead generation, customer acquisition, relationship management, documentation support, follow-ups..

Key Responsibilities

- Generate leads through direct sales, referrals, telle calling, and customer references.

- Promote and sell banking products such as Personal Loans, Home Loans, Business Loans, Vehicle Loans, and other financial products.

- Explain insurance products, policy advantages, coverage, terms, and conditions to customers.

- Understand customer financial requirements and recommend suitable loan and insurance products.

- Handle customer queries and provide appropriate product information.

- Assist customers with loan applications, KYC, documentation, and application processing.





- Follow up with customers regularly to ensure timely closure of loan and insurance applications.

- Maintain strong relationships with existing and potential customers.

- Identify cross-selling and up selling opportunities.

- Maintain accurate customer and sales records in CRM or banking systems.

- Ensure compliance with company policies, banking regulations, and sales procedures.

Requirements

- Any Bachelors Degree or Diploma.

- Previous experience in banking, financial services, insurance, or sales is preferred.

- Freshers with good communication and sales skills may also apply.

- Strong communication, negotiation, and customer-handling skills.

- Target-oriented and self-motivated approach.

- Basic knowledge of banking and financial products.

- Proficiency in English and local language.

📌 Walk-in || Relationship Manager (Chennai)
🏢 Andromeda Sales and Distribution
📍 Chennai