Client Relationship Manager – Sales
Key Responsibilities:
New clients ko identify karke Demat & Trading Accounts open karwana.
Customers ko Insurance products aur investment-related services ke baare mein explain aur promote karna.
Telesales ke through leads generate karna, follow-up karna aur conversions achieve karna.
Field Sales ke through potential clients se personally meet karke account opening aur product sales karna.
Existing clients ke saath strong relationships maintain karna aur repeat business generate karna.
Clients ki requirements samajhkar suitable financial products/services suggest karna.
Sales pitches aur product presentations dena.
Monthly aur quarterly sales targets achieve karna.
Leads, follow-ups, account openings aur sales ka regular reporting maintain karna.
Market trends aur competitor activities par updated rehna.
Job Requirements:
Minimum Graduate qualification.
1–3 years of experience in Sales, Banking, Financial Services, Insurance, Broking, Demat/Trading or related fields preferred.
Good communication and negotiation skills.
Telesales + Field Sales dono ke liye comfortable hona chahiye.
Customer-first approach aur target-oriented mindset.
New clients ko approach karne aur deals close karne ki ability.
Role ka main focus:
Demat & Trading Account Opening + Insurance Sales + Telesales + Field Sales + Client Relationship Management + Target Achievement.
Hr shivani