Banking Sales Current AccountSaving AccountField Sales ExecutiveCross SellingLiabilities
Profile :- Sales Executive Maintaining and developing good relationship with customers Responsible to developing business, maximizing revenue generation & achieving sales target.Working in close coordination with the banks team to ensure all clients acquired from the assigned area, trade actively.Identifying business opportunities by identifying prospects and evaluating their position in the industry; researching and analysing sales options. Selling products by establishing contact and developing relationships with prospects; recommending solutions. Maintaining relationships with clients by providing support, information, and guidance; researching and recommending new opportunities; recommending profit and service improvements. Identifying product improvements or new products by being updated on industry trends, market activities, and competitors.Preparing reports by collecting, analysing, and summarizing information. Maintaining quality service by establishing and enforcing organization standards.
Field Sales Field OfficerCurrent AccountSaving AccountBanking Sales
Profile :- Sales ExecutiveJob Role And Responsibility1. Opening of Current Account and Saving Account (CASA) in Open Market (Field Sales) and also Cross Sell other Banking products like Insurance , Loan , FD , RD , Credit Card etc.2. Generate leads of customer through referral, meeting branch walk-ins customer, associates, e-mailing,direct mailing, ATMs & cold calls in the catchment area.3) Ensure quality customer service is delivered.4) Meeting productivity norms as defined through support of channels & own efforts.5) Strictly adhere & maintain KYC norms compliance.6) Adhere the norms, regulation & practices of banks religiously.
Cross Selling Current AccountSaving AccountField WorkerField SalesCorporate SalesInsurance SalesWalk in
1. Achieve the Sales Targets (CA/SA) set in terms of NTB, Value & amp; product mix.2.Achieve the budgeted cross-sell targets across the designated Product lines.3.Extend professional customer service to achieve a high level of customer satisfaction and retention.4.Have complete knowledge of the customer base in terms of the profile, demographics & amp; psychographics for his/ her assigned territory.5.Achieve defined quality parameters in terms of AMB depletion/FTR %/ UID penetration and NBD penetration.