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A prominent financial institution in Bhavnagar is looking for individuals who can identify sales opportunities and manage client relationships. The ideal candidates will be graduates with relevant experience and strong communication skills, capable of achieving monthly sales targets as per the company's Grade Matrix. This role involves using CRM systems and adhering to financial regulations.
Identify sales opportunities for both the Bank and third‑party products by acquiring new customers and building new relationships.
Manage business relations with existing customers to increase the depth of existing relationships.
Achieve sales targets as assigned by the organization monthly as per Grade Matrix (BDE, Officer and AM Sales).
Record and track all engagement activities through the CRM system.
Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry.