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Sales Executive

0.00 to 1.00 Years   Ahmedabad   11 Feb, 2020
SForce Services Hiring For Banking Sector
Job LocationAhmedabad
EducationNot Mentioned
SalaryRs 2.0 - 3.0 Lakh/Yr
IndustryBanking / Financial Services
Functional AreaSales / BDMarketing / Communication
EmploymentTypeFull-time

Job Description

We are Hiring Sales Executive and Assistant Manager in Banking SectorInterested candidate can call and WhatsApp their Resume on Mo.: 9265900684Experience : Mini. 6 Month to 1 Year in Sales (Fresher can also Apply.)Salary : 1.80 L/A TO 3.00 L/A + Incentive (Defer as per your Experience and Interview.)Responsibility :

  • Serves as an adviser to provide an advice-based approach to financial solutions for an assigned book of business.
  • Actively solicits new and existing investments and insurance solutions from mass affluent customer segment, primarily Retail and Business Banking.
  • Based on individualized needs analysis, prepares recommendations for customized financial solutions to current and potential customers.
  • Profiles customers and deliver recommendations to ensure these needs are met.
  • Uses sales tools and modules to conduct the analysis and offer the best advice and products and customer understanding of solutions.
  • Delivers a diversified set of brokerage, investment and insurance and advice-based solutions with a financial planning mindset to meet the individualized investment needs of current and potential customers.
  • Increases assets under management by offering investment and insurance solutions to clients and leveraging partnerships in Retail, Business Banking and Wealth to increase referrals.
  • Provides financial planning services by advising the customer on the advantages and disadvantages of different product decisions in alignment with their individual needs.
  • Meets or exceeds established sales goals for assigned market, while meeting individual client needs and complying with pertinent policies and regulations.
  • Maintains and builds referral channel and develop strong partnerships to ensure investment needs of current and potential customers in assigned Market and/or branches are met or exceeded.
  • Regularly reviews customer information to ensure compliance with BSA (Bank Secrecy Act), AML (Anti-Money Laundering), and KYC (Know Your Customer) requirements to protect bank interests.
  • Understands and adheres to the company risk and regulatory standards, policies, and controls. Maintains internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
  • Completes other related duties as assigned.

Keyskills :
customerrelations sales mutualfunds demataccounts businessdevelopment demandgeneration field credit debitcards marketing insurance clientrelationship debit casasales ustomerservices

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