Virtual Sales Officer

TMI Network; Mumbai Suburban, Sikar; On-site; INR 3,00,000 - 6,00,000; Full time

Job summary

An established industry player is seeking a dynamic Relationship Manager to drive sales and enhance customer engagement. In this role, you will be responsible for achieving monthly targets, educating customers on banking products, and promoting digital solutions. Your ability to communicate effectively and understand customer needs will be key to increasing product holdings and digital penetration. Join a forward-thinking team where your contributions will directly impact customer satisfaction and business growth. If you have a passion for sales and a strong understanding of banking products, this opportunity is perfect for you.

Qualifications

• Graduation is mandatory; post-graduation is optional.
• IRDA Certification is required for this role.

Responsibilities

• Achieve monthly unit and value targets across product line.
• Educate customers on product lines and ensure effective communication.
• Increase digital penetration within the non-managed customer base.

Skills

Sales and Influencing Skills

Banking Product & Process Knowledge

Planning and Organizing Skills

Communication

Education

Graduation

Post-Graduation (Optional)

IRDA Certification

Job description

Role & responsibilities

• RM is responsible to achieve monthly unit and value targets assigned across product line.
• RM is responsible to educate customer on product lines and provide right product to right customer
• To achieve month on month productivity on the allocated product line.
• Contribute to the overall channel achievement
• Contact non managed customers of the bank and offer bouquet of products Using calling scripts
• Ask probing and leading questions to engage and understand customer requirements
• Ensure product features & benefits are explained to the customer while onboarding customers
• Ensure multi products are pitched to increase customer product holding in the bank.
• Effective interaction or communication with the customer and capture correct customer dispositions
• Work on the feedback shared with by the supervisor /unit manager/training manager on the quality of Call experience.
• Ensure Time on system as per KPI defined
• Ensure Minimum RPC to be maintained on daily / Monthly basis
• Educate the customer on the digital products of the Bank.
• Show the value and convenience in usage of the digital products.
• Increase digital penetration within the non- managed customer base of the Bank.
• Push digital penetration in the contacted customer.

Preferred Candidates:

• Graduation:
• Post-Graduation ( Optional ) Certifications:

IRDA Certification

• Sales and Influencing Skills
• Banking Product & Process Knowledge
• Planning and Organizing Skills
• Communication

Knowledge of Competition & Current trends in financial Industry.