Sales Officer - Banca
Sales Officer - Banca
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Job Description
Execution
- Analyze the customer segmentation sales trends in terms of demographics geography characteristics etc. to assess the potential for business
- Conduct trainings at the branch for all banking partners around regulatory guidelines and products.
- Plan for activation of branches through R&R activities to increase the penetration in active branches to realize full potential of the bank partner in the given geography
Relationship Management
- Drive the campaign/contest for the Bank to drive sales in profitable segments.
- Assist banking partners in pitching product to crucial customers & driving sales closure for the same.
- Identify cross sell opportunities for existing customers
Service Orientation
- Engage with cross functional teams to ensure seamless execution of work across channels and deliver desired productivity including everyday servicing and policy issuance etc.
- Gather relevant documents from customer post sales and submit the same to operations team; gather additional data/documents as required
- Resolve operational issues faced by the partners to ensure smooth experience.
- Provide support for cancellation requests policy endorsements; process & track such requests in coordination with internal ops team ; Ensure ease of process & approvals for partners by coordinating
Employment Type
Full Time
Company Industry
Key Skills
- Close Protection
- Agriculture
- Cost Control
- Database
- ABB
- Agricultural
