
Seasoned sales professional with a passion for Banking and Finance. I
excel at understanding financial products and have a proven track
record of achieving my sales targets consistently.
Managed 200+ set of distributor,
Scheduled meeting with distributor, empanelled other LOB, Got activated distributor, build relationship with distributor & LOB Relationship manager, Responsible for business given target.
Met new clients everyday with market scooped & BTL activities for demat & trading account & cross sold insurance mutual fund and third party products.
Responsible for CASA numbers of individual target. Participated day to day driven product. Met existing & new clients everyday for sold, services, and got references. Must needed to active third party products as insurance loans and card.
Called credit card pre approved data. Responsible for branch cards Target monthly, quarterly and yearly. Raised business volume with open market. Handled customer quarries & serviced, taken references and aware of office general duty.
Soft sale to onboard customer, opened saving account on call. Sold payment QR code, taken references, followed up regularly & resolved customer quarries.
Sales expertise
Business planning
Problem solving
Business development
P.G.C - Post graduation Certificate in Sales