India

Relationship Associate - Liabilities Sales, Bhopal

Relationship Associate - Liabilities Sales, Bhopal
Description
Client Relationship Management: Build and maintain strong relationships with existing clients to understand their financial needs and provide them with appropriate liability products and solutions New Client Acquisition: Identify and prospect potential customers to expand the client base This may involve networking, referrals, cold calling, and conducting sales presentationsProduct Knowledge: Develop a deep understanding of the bank's liability products and stay updated with new offerings and features Be able to articulate the benefits and advantages of different products to clients Needs Analysis: Conduct thorough financial needs analysis for clients to assess their requirements and recommend suitable liability products and services accordinglyCross-selling and Upselling: Identify opportunities to cross-sell or upsell other banking products or services based on the client's financial situation and needs Sales Targets: Work towards achieving individual and team sales targets set by the bank or financial institution Compliance and Regulations: Ensure compliance with all internal and external regulatory guidelines and policies while selling liability products and handling customer informationDocumentation: Handle all necessary paperwork, documentation, and account opening processes for new clients Role:  Branch Sales Executive Industry Type:  Insurance Department:  Sales&Business Development Employment Type:  Full Time, Permanent Role Category:  Enterprise&B2B Sales Education UG:  Any Graduate PG:  Any Postgraduate
Highlights
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Relationship Associate - Liabilities Sales has been posted in the Bhopal Retail, Food & Wholesale category on Locanto.

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