Client Acquisition: Identify and engage prospective clients through cold calls, networking, and referrals.
Relationship Management: Build and maintain strong, long-term relationships with clients to enhance customer loyalty.
Financial Advisory: Understand client financial needs and recommend appropriate products (e.g., loans, investment products, insurance, savings accounts).
Sales Targets: Meet and exceed assigned sales targets and KPIs for product penetration and client engagement.
Cross-Selling: Promote a range of financial products and services to existing clients to maximize value.
Market Intelligence: Stay updated on market trends and competitor offerings. Provide feedback to management.
Customer Service: Ensure timely resolution of client queries and grievances, maintaining high service standards.
Compliance: Ensure adherence to all internal and external regulatory guidelines and policies.