Sales Executive - Bank (0-2 yrs)
Job Title: Sales Officer- Relationship Manager.
Job Description:
- Financial planning of the customer
- Selling Loan Insurance, Life insurance and Fixed Deposits to the existing Home Loan Customer.
- 100% Leads will be provided.
Identifying Sources:
- The officer's superiors will share the responsibility of identifying sources as well as developing relationships with them.
- He will be responsible for developing and maintaining relationships with sources allocated by his superiors
Maintain data on customers and sources in simple formats:
- Maintain all the necessary reports required for business review and analysis.
Objection Handling:
- The company will impart training on objection handling and also update him on with details of products and practices of the competition.
- He must keep himself updated with market knowledge and competition product- s; and
develops the ability to counter competition.
Customer Service:
- The officer is expected to reach the customer's meeting place on time and if unable must inform the customer and his superior of the delay.
- Must carry his kit in a neat and tidy condition as mandated by the company
- Set realistic expectations. Do not make promises to avoid dissatisfied customers. Check with superiors in case of doubt rather than make a lofty promise.
- Will never deal in cash with a customer
- Provide support and assistance throughout the tenure of the loan for the insurance part.
Other desirable qualities:
- He/ she should be self motivated, self driven and should have zest to earn money.
- He/ She should be keen in spending time on the field as it is not a desk job.
- Preferably owns a bike as the job needs lot of travel.
- Ability to relate with Lead Management Systems and other software for capturing potential customer's data.
- MBA with Any specialization.
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
