Customer Service Manager_Sales
Published date: 2026/11/06
Modified date: 2022/02/15
- Location: Udaipur, Rajasthan, India
Job Responsibilities
To cross sell deposit and fee products to such customers and penetrate better market share
To constantly endeavour to improve existing customer relationships and involve in Sales to deepen the same.
Majorly should have experience in Third Party Products (Insurance), Term Deposits, Gold Loan, Remits.
To keep updating knowledge and exposure to various banking products both internal as well as competitors.
To continuously improve product knowledge and awareness of market trends and competitor products.
To overcome problems using guidelines and escalate with expediency, when necessary.
• To sell the Banking products Like
Gold Loan
FD,RD
• Saving Accounts
• Current Accounts
• Term Deposits
• Debit / Credit Cards
• Investment Products (Life Insurance / General Insurance / Mutual Fund /Online Trading)
• To acquire new to Bank customers and pursue new business relationships
• To fulfill KYC norms
To reach out to High Net-worth Individuals
• To increase the customer base by developing business relationships with current customer
• Ensuring achievement of revenue targets across a certain set of customers by nurturing client relationship and providing solution to the customer by evaluating their financial need
• Offering advisory service for clients financial matters; educating the clients about the products & services available
• Generating and maintaining DSR and all relevant MIS
,
To cross sell deposit and fee products to such customers and penetrate better market share
To constantly endeavour to improve existing customer relationships and involve in Sales to deepen the same.
Majorly should have experience in Third Party Products (Insurance), Term Deposits, Gold Loan, Remits.
To keep updating knowledge and exposure to various banking products both internal as well as competitors.
To continuously improve product knowledge and awareness of market trends and competitor products.
To overcome problems using guidelines and escalate with expediency, when necessary.
• To sell the Banking products Like
Gold Loan
FD,RD
• Saving Accounts
• Current Accounts
• Term Deposits
• Debit / Credit Cards
• Investment Products (Life Insurance / General Insurance / Mutual Fund /Online Trading)
• To acquire new to Bank customers and pursue new business relationships
• To fulfill KYC norms
To reach out to High Net-worth Individuals
• To increase the customer base by developing business relationships with current customer
• Ensuring achievement of revenue targets across a certain set of customers by nurturing client relationship and providing solution to the customer by evaluating their financial need
• Offering advisory service for clients financial matters; educating the clients about the products & services available
• Generating and maintaining DSR and all relevant MIS
,
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