Job Description:
Responsible for driving revenue growth by selling financial products and services to individuals and businesses. This role involves building relationships, identifying customer needs, presenting solutions, and closing sales while adhering to company policies and regulations. Key responsibilities include lead generation, client acquisition, sales target achievement, and maintaining accurate customer records.
Key Responsibilities:
Lead Generation and Prospecting:
Identifying potential clients through various channels like networking, cold calling, and referrals.
Client Acquisition:
Building relationships with potential clients, understanding their financial needs, and presenting suitable financial products and services.
Sales Presentations:
Delivering persuasive sales presentations and proposals, highlighting the benefits of the company's offerings and addressing client queries.
Product Knowledge:
Maintaining a thorough understanding of the company's financial products and services, including banking services, insurance, investments, and other related offerings.
Sales Target Achievement:
Meeting or exceeding sales targets and objectives set by the company.
Client Relationship Management:
Building and maintaining strong relationships with clients, providing ongoing support, and ensuring customer satisfaction.
CRM Management:
Maintaining accurate and up-to-date records of client interactions, sales activities, and pipeline management using the company's CRM system.
Compliance and Regulations:
Ensuring all sales activities are conducted in compliance with company policies and relevant financial regulations.
Market Awareness:
Staying informed about market trends, competitor offerings, and industry developments to effectively position the company's products and services.
Collaboration:
Collaborating with internal teams, such as marketing and product development, to provide feedback and insights from clients.
Skills Required:
Sales Skills: Strong sales abilities, including lead generation, cold calling, presentation skills, negotiation, and closing deals.
Communication Skills: Excellent verbal and written communication skills for interacting with clients and internal teams.
Interpersonal Skills: Ability to build rapport with clients, understands their needs, and establishes trust-based relationships.
Product Knowledge: In-depth knowledge of financial products and services offered by the company.
Analytical Skills: Ability to analyze client needs, financial data, and market trends.
Problem-Solving Skills: Ability to identify and resolve client issues and objections.
Time Management: Ability to manage time effectively, prioritizes tasks, and meets deadlines.
CRM Proficiency: Experience in using customer relationship management (CRM) systems.
Compliance Awareness: Understanding of relevant financial regulations and compliance requirements.
Qualifications:
Bachelor's degree or a related field.
Prior experience in sales, preferably in the financial services industry.
Relevant certifications or licenses may be required depending on the specific role and location.
Interested candidates should send their CV on [email protected]
Job Type: Full-time
Pay: ₹15,000.00 - ₹20,000.00 per month
Benefits:
- Leave encashment
Schedule:
- Day shift
Education:
- Bachelor's (Required)
Experience:
- total work: 1 year (Required)
License/Certification:
- Driving Licence (Required)
Work Location: In person