Specialist - Sales & Advisory
Core
Acquire and manage individual banking clients, offering a full range of financial products including loans, savings, investments, and insurance.
Role type
Specialist - Sales & Advisory
Builds
Retail banking products and services for individual customers
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
sales experience, knowledge of financial products, customer relationship building, self-management, organization
Preferred skills
English (communicative level), adaptability, teamwork
Responsibilities
actively acquire new clients and build long-term relationships, offer full range of banking products, handle customer inquiries in branch and remote channels, analyze customer needs to match product offerings, educate customers on digital banking tools, achieve sales targets for loans, investments, and insurance, provide post-sales support