Banking Professional with Sales Expertise
3 days ago
Key Responsibilities:
- Establish and maintain strong relationships with new and existing clients, providing exceptional onboarding experiences.
- Manage client bank accounts, including opening and closing accounts, and overseeing transactions to ensure seamless financial management.
- Process deposits, payments, and withdrawals, authorizing and evaluating overdrafts and loans to meet clients' financial needs.
- Offer expert advice on banking services and products, recommending tailored solutions to clients based on their requirements.
- Present and cross-sell banking services and products to existing and prospective clients, driving business growth and revenue.
- Collaborate with other banking professionals to deliver high-quality client service, ensuring client satisfaction and loyalty.
- Resolve client queries and complaints in a timely and professional manner, maintaining a positive reputation for the company.
- Perform administrative and clerical duties, such as data entry and filing, to support the team's efficiency and productivity.
About the Role:
This is an exciting opportunity for a sales and account management executive to join our team at Perfect Ideas Recruitment Consultancy. As a senior sales executive with banking experience, you will be responsible for driving business growth and revenue by establishing and maintaining strong relationships with clients, managing client bank accounts, and providing expert advice on banking services and products.
Requirements:
- Proven sales and account management experience in the banking industry.
- Strong relationships-building skills and ability to establish trust with clients.
- Excellent communication and interpersonal skills, with the ability to work effectively with clients and colleagues.
- Knowledge of banking products and services, with the ability to provide expert advice to clients.
- Ability to work in a fast-paced environment, prioritizing tasks and managing multiple projects simultaneously.
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