Job Description
Vistas
Proactively identify and engage potential customers for various banking products.
- Conduct outbound sales activities to generate leads and attract new clients.
- Develop a thorough understanding of savings accounts, loans, credit cards, and investment options.
- Effectively communicate product features and benefits to customers.
- Deliver clear and persuasive sales presentations to potential clients.
- Customize presentations based on individual customer needs.
- Cultivate and maintain strong relationships with clients for customer satisfaction and loyalty.
- Provide personalized financial advice and solutions.
- Meet and exceed monthly and quarterly sales targets.
- Work towards increasing the bank's customer base and revenue.
- Adhere to all banking regulations and compliance standards.
- Ensure that all sales activities meet legal and ethical standards.
- Complete all necessary paperwork accurately and in compliance with bank policies.
- Maintain organized and up-to-date records of sales transactions and customer interactions.
- Identify opportunities for cross-selling additional banking products.
- Maximize the value of customer relationships through comprehensive financial solutions.
- Stay informed about industry trends, competitor offerings, and market conditions.
- Provide feedback to the bank regarding customer needs and preferences.
- Prepare regular sales reports for management, detailing achievements, challenges, and opportunities.
- Collaborate with team members and management to strategize for improved sales performance.
Skills
- Proven experience as a Direct Sales Agent in the banking sector.
- In-depth knowledge of banking products, services, and financial regulations.
