Virtual Sales Officer

TMI Network; New Delhi; On-site; INR 3,00,000 - 6,00,000; Full time

Job summary

An established industry player is seeking a dynamic individual to drive sales and enhance customer engagement through innovative banking products. This role focuses on achieving monthly targets, educating customers about various offerings, and promoting digital adoption. The ideal candidate will possess strong sales and communication skills, along with a solid understanding of banking processes. Join a forward-thinking organization that values customer relationships and aims to enhance the overall banking experience. If you are passionate about sales and customer service, this opportunity is perfect for you.

Qualifications

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

Responsibilities

• Achieve monthly unit and value targets across the product line.
• Educate customers on product lines and increase digital penetration.

Skills

Sales and influencing skills

Banking product and process knowledge

Planning and organizing skills

Effective communication

Knowledge of competition and current trends

Education

Graduation

Post-Graduation

Job description

Role & Responsibilities

• RM is responsible for achieving monthly unit and value targets across the product line.
• Educate customers on product lines and provide the right product to the right customer.
• 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 a bouquet of products using calling scripts.
• Ask probing and leading questions to engage and understand customer requirements.
• Ensure product features and benefits are explained to the customer during onboarding.
• Pitch multiple products to increase customer product holdings in the bank.
• Maintain effective communication with customers and capture correct customer dispositions.
• Work on feedback shared by supervisors/unit managers/training managers regarding call quality.
• Ensure time on system as per KPI definitions.

• Maintain minimum RPC on a daily/monthly basis.

Digital Products & Penetration

• Educate customers on the bank's digital products.
• Show the value and convenience of using digital products.
• Increase digital penetration within the non-managed customer base.
• Encourage digital adoption during customer contact.

Preferred Candidates

• Graduation (mandatory)
• Post-Graduation (optional)

Certifications

• IRDA Certification

Skills & Knowledge

• Sales and influencing skills
• Banking product and process knowledge
• Planning and organizing skills
• Effective communication
• Knowledge of competition and current trends in the financial industry