Inside sales executive

Job Description

 Client Acquisition and Onboarding: Identify potential clients, initiate contact, and manage the onboarding process to establish enhanced relationships

 Relationship Management: Regularly engage with clients to understand their financial goals, proactively offer suitable banking solutions, and address any concerns.

 Needs Analysis: Conduct thorough client assessments to identify financial needs and tailor tax, investments or banking products and services accordingly.

 Cross-Selling and Upselling: Identify opportunities to cross-sell additional banking products like credit cards, investments, or insurance to existing clients.

 Sales Target Achievement: Meet or exceed assigned sales targets for new accounts, crossselling, and revenue generation.

 Client Retention: Actively manage client relationships to minimize and maintain long-term loyalty

Customer Service: Provide excellent customer service by promptly responding to client inquiries and resolving issues effectively.

 Compliance: Adhere to all income tax policies, procedures, and regulatory requirements regarding KYC (Know Your Customer).

 Market Knowledge: Stay updated on market trends, new products, and regulations to provide informed advice to clients.

Experience Required

 Minimum 1 years of experience as Relationship Building in a bank or financial services company

 Proven track record of achieving sales targets in a competitive environment.

 Familiarity with CRM software and telephony systems