Knowledge about all financial products like Home Loans, Mortgages
Knowledge about statutory compliance & local market procedures
Knowledge of local customer preferences, geographic nuances and finance peculiarities.
Should depict customer centricity in daily behavior
Excellent communication and presentation skills – Should be able to talk and convince the customer both Internal And external
Achieving business targets as laid down by acquiring new client relationships and maintaining them
Proactively understanding customer needs and cross- selling multiple products as per the requirements
Should adhere to all policies and guidelines for lead generation as well as closures
Execute all activities / campaigns as planned by the respective branch manager / sales manager
Daily completion and submission of sales reports to the superiors
Displaying customer centricity by executing all customer interface processes Within the Timelines
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