Sales Executive Jobs in Mumbai - Upman Placements

·         Identify potential catchment areas of potential retail liabilities customers for Bank.

·         Build a database of customer leads through references, opening stalls in areas where there are higher number of footfalls – like apartment complexes, shopping areas etc., door to door visits, distribution of pamphlets etc.

·         Schedule meetings with potential liabilities customers and understand their requirement; thereafter presenting them with the most suitable products and explaining the features/benefits.

·         Communicate clearly to customers on the requirements for various types of products & services – for example, charges for maintaining a locker, minimum balance to be maintained etc., and on the documents required to be submitted to bank.

·         Ensure that all customer documents are verified with originals and are handled with care and confidentiality.

·         Complete all account opening related processes accurately so that the customer experience is enhanced and forms the foundation of a long relationship with the bank.

·         Maintain continuous communication with customers on the status of their account opening process.

·         Frequently communicate with newly signed up customers and assist them with additional products and services based on their requirements – for example, relevant loan products, investment products etc.

·         Build reference network from newly signed up customers for potential leads.

·         Regularly update Daily Sales Reports and discuss on the plans, action items, progress with the supervisor.