HR at Xperteez Technology
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Sales Role - BFSI (1-3 yrs)
Roles & Responsibilities:
1. Area/ Lane /Geography Mapping:
Responsible for lane to lane/ Area mapping of Area/ Geography at regular intervals with the help of supervisor. Identify new sources in the allocated Area/ Geography and inform the progress to the reporting manager during the team huddle.
2. Source Relationship Management:
Responsible for managing the relationship with all sources assigned and identified by him in his geography/area.
3. Maintain Reports:
Responsible for maintaining reports related to sales and all his activities in the prescribed format. Should maintain a diary daily in the prescribed format of activities.
4. Channel Partner Recruitment:
Responsible for identifying the need for an appointment of a channel partner.
5. Team Huddle:
Responsible for attending team huddles daily as per the set process.
6. Customer Relationship Management:
Responsible for enhancing the customer experience by developing and maintaining
relationships with customers.
7. Completion of File:
Responsible for submission of complete application form, documentations, and information.
Key Responsibilities:
- Drive sales through direct marketing efforts.
- Engage with potential customers and explain our banking products and services.
- Meet and exceed sales targets.
- Build and maintain strong customer relationships.
- Provide excellent customer service and follow up on client inquiries.
- Collaborate with team members and report on sales activities.
Qualifications:
- Any Graduate
- Minimum 1 year of experience in banking sales across any domain (Credit Card, Home Loan, Life Insurance, General Insurance, Mutual Funds).
- Candidates with a current career gap of up to 6 months will be considered.
- Age limit: up to 30 years.
Key Skills:
- Strong communication and interpersonal skills.
- Self-motivated with a results-driven approach.
- Ability to work independently and as part of a team
