Job Description
Sales •
Accept leads generated from in-branch lead generators as well as warm leads provided by the bank from the database as well as generate own leads. Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the company product range, gain customer agreement to purchase, accurately complete sales documentation. • Incentive programs: Cascade the incentive programs ensure complete success
in implementation of the same • New markets/segments: Explore opportunities to develop new markets/ segments
in line with company sales strategy from time to time • Cross Sell/ Up-Sell: Build a good customer base in order to explore opportunities
to cross-sell up-sell, Obtain referral to further prospects where appropriate. • Relationship Building:
Build long term relationship with the bank staff clients by responding
appropriately to all bank/client queries either directly received or forwarded by the
service company.
This job is provided by Shine.com
💡 Quick Summary
Seeking a career-building opportunity? The Relationship Manager | Banca position is now open for candidates interested in the Bank Jobs sector. This role in Navi Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
