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Branch Relationship Officer

Lepri Solutions Private Limited

Sales Executive CRM Customer Relationship Executive Cross Selling Sales Target Compliance Executive Data Management
Hiring for a leading finance company:Skills required:Customer Relationship Management: Establish and maintain strong relationships with existing and potential customers in rural areas.Regularly interact with clients to understand their financial requirements and provide personalized assistance. Sales and Business Development: Identify potential customers and create strategies to expand the customer base.Product Knowledge: Acquire a comprehensive understanding of the companys products and services. Educate customers about the features, benefits, and suitability of different financial products.Cross-selling: Identify cross-selling opportunities and recommend appropriate financial products to existing customers to maximize their engagement.Market Research: Stay up-to-date with market trends, competitor offerings, and changes in rural banking policies and regulations. Use this information to adapt sales strategies and identify new business opportunities. Sales Targets: Work towards achieving monthly and quarterly sales targets set by the management. Data Management: Maintain accurate records of all customer interactions, sales activities, and relevant data in the bank's CRM system. Compliance: Ensure adherence to all regulatory and internal guidelines while promoting and selling financial products and services
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