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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong sales acumen and customer relationship management skills, with a focus on achieving KPIs and adhering to banking policies and regulatory requirements.
Highest-signal resume keywords
Sales Target AchievementCustomer Relationship ManagementTelesales ActivitiesBanking Policies ComplianceAnalytical Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
KPI AchievementSales ReportingCustomer Needs AnalysisCross-SellingUpsellingProduct Campaign ManagementCustomer Request ProcessingMIS CompilationBanking ProceduresRegulatory Compliance
Soft Skills
Excellent People ManagementCreative ThinkingTeam PlayerResult-Driven AttitudeExcellent Presentation Skills
Industry Keywords
Banking ProductsCustomer Issues ResolutionAudit ControlsMarketing BackgroundProduct Promotion
About the role
Key responsibilities & impact- Achieve assigned monthly KPIs, card acquisition targets, and sales targets
- Maintain productivity and efficiency using systems and product campaigns
- Conduct telesales activities to meet sales targets
- Contact potential and existing customers by phone to introduce and promote banking products
- Understand customer needs and recommend suitable banking solutions
- Cross-sell and upsell products to maximize revenue opportunities
- Process customer requests and offers
- Handle customer issues, inquiries, concerns, and complaints; resolve them promptly and escalate to the Team Lead when necessary
- Update all systems based on customer calls
- Maintain records of approvals, requests, and reports
- Build and maintain strong customer relationships
- Attend daily team huddles and fulfill team commitments
- Monitor personal performance and align strategies to improve sales outcomes
- Compile daily and monthly reports and MIS for the team
- Ensure adherence to discipline, punctuality, banking policies, procedures, regulatory requirements, and audit controls
- Ensure there is no misselling
Requirements
What you’ll need- University Graduate
- 1-2 years experience in similar work environment
- Preferably has a practical marketing background
- Excellent people management skills
- Strong sales and customer focus
- Ability to think creatively and work under pressure
- Excellent presentation skills
- Good team player with result-driven attitude
- Business sensitive
- Analytical and computer skills
- Adaptable and versatile
- Must follow banking policies, procedures, verification policy, and regulatory requirements
- Must meet control parameters and policies set by the bank audit team