Sales and lead generation:
Prospect for new customers through various channels like cold calling, networking, events, and referrals.
Promote and sell financial products, such as credit cards or loans, to individual and business clients.
Achieve and exceed monthly, quarterly, and annual sales targets.
Customer and relationship management:
Explain product features, benefits, and terms clearly to potential customers.
Assess customer needs and recommend suitable products.
Build and maintain strong relationships with customers, providing personalized service and support.
Handle customer inquiries and complaints, and provide after-sales service.
Administrative and reporting:
Maintain and update a database of prospects and clients.
Manage the sales pipeline and ensure accurate and complete documentation for applications.