Zigsaw

Udaipur Group Udaipur 50000

Roles and Responsibilities:

To acquire new clients through leads and family accounts grouping.

To grow the liability base (CASAFD) of the bank by deepening relationships of mapped customer base.

To sell bank and third party products like LI, GI, Home Loans, Credit Cards, and Personal Loans etc.

To service clients covering all their banking needs including bank/3rd party products.

To meet / call mapped clients for client servicing needs and new products cross sell.

To actively participate in driving campaigns conducted across liability and other products.

To conform to processes of the bank and have a high focus on compliance.

Candidate with experience working in an sales based incentive role, will be preferred.

Essential requirement: 2 years of relevant work experience in the banking / financial services / insurance organisations.

Preferred requirement: 1 year relevant experience in the financial sector.

Valid AMFI / IRDA Certifications; If validity has expired old certificates may be considered.