Casa Sales Officer
Published date: 2024/01/10
- Location: Nashik, , Maharashtra, India
JOB PROFILES - TO SALES CURRENT&SALARY A/C FOR OPEN MARKET +30% LEAD FOR BANK.
About the Role:
• Officer Sales are a part of the Bank's front line sales team.
• Their primary responsibility is sales of banks products to new customers for the bank.
• They will be required to take part in offsite marketing activities and travel locally to meet new customers as a daily activity.
• They are responsible for selling banking and third party products to customers based on their needs.
• They are responsible for handling customer queries.
Key Responsibilities:
• Selling of banks and third party products to new customers.
• Conducting marketing activities and travel locally to meet new customers as a daily activity.
• Contacting existing customers for more deposits and cross selling of more products.
• Achieve sales targets as assigned by the organization on a daily and monthly basis.
• Complete all mandatory certifications required for the role (AMFI, EUIN etc.).
• Complete all learning activities conducted by the bank from time to time.
• Daily entry of interaction with customers in banks CRM system.
• Follow all compliance guidelines (regulatory & legislative) for each activity.
• Participate and follow all initiatives that are undertaken by the bank from time to time
About the Role:
• Officer Sales are a part of the Bank's front line sales team.
• Their primary responsibility is sales of banks products to new customers for the bank.
• They will be required to take part in offsite marketing activities and travel locally to meet new customers as a daily activity.
• They are responsible for selling banking and third party products to customers based on their needs.
• They are responsible for handling customer queries.
Key Responsibilities:
• Selling of banks and third party products to new customers.
• Conducting marketing activities and travel locally to meet new customers as a daily activity.
• Contacting existing customers for more deposits and cross selling of more products.
• Achieve sales targets as assigned by the organization on a daily and monthly basis.
• Complete all mandatory certifications required for the role (AMFI, EUIN etc.).
• Complete all learning activities conducted by the bank from time to time.
• Daily entry of interaction with customers in banks CRM system.
• Follow all compliance guidelines (regulatory & legislative) for each activity.
• Participate and follow all initiatives that are undertaken by the bank from time to time
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