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Job Description
To achieve sales targets from branches and from outside customers of all Products to cover the assigned monthly targets.
Generate and follow up of leads and referrals and tap walk-in customers in Branches to ensure business conversion
To maintain complete record and proper documentation of all related products to ensure effective compliance.
Daily sales reporting to the assigned Branch Manager and provide regular feedback on target achievement to ensure and keep track of monthly, yearly targets and sales activities.
Promote and educate customers of the branch on the current promotions and offers, which will enhance the sales of the assigned branch.
Approach existing and new customers in and out of branch to achieve individual and branch sales target.
Conduct cold calling, telephonic and field visits to existing and new customers for business conversion.
Provide necessary advice on investments/financial solutions based on the needs of customers.
To provide Assistance and support to new and existing staffs in cross selling techniques based products, within and outside the branch.
Competencies/Skills
The staff should have ability to identify customer needs in the branch and outside.
The staff should be able to deal with walk in customers of the branch and outside.
The staff should be able to adhere to the policies and compliance requirements, defined by the bank.
The staff should be able to generate assigned target sales from the bank customers.
Fresher’s / minimum 2 - 3 years of experience
Experienced in sales and customer service, (an added advantage, but not necessary)
Banking Products, Services and Operations Knowledge
Customer Insights
Customer Servicing/Relationship Management
Insurance Market Knowledge
Insurance Product Knowledge
Management of Vendors / Alliances
Regulatory and Compliance Knowledge
Sales Operations
Sharia Principles of Islamic Finance
Telephone Etiquette
