Financial Services Specialist
4 days ago
At Client Of 6 Pence, we are currently seeking a highly motivated and results-driven Financial Services Specialist to join our retail banking team.
Job Description:
The successful candidate will be responsible for driving the sales of retail banking products, including savings accounts, current accounts, fixed deposits, credit cards, and loans. This will involve identifying potential customers, understanding their needs, and providing tailored solutions that meet their financial goals.
Duties and Responsibilities:
- Actively promote and sell retail banking products to prospective customers through various channels, including face-to-face, telemarketing, and events.
- Identify and approach potential customers in targeted areas or demographics to open new accounts or take up banking products.
- Build and maintain strong relationships with customers to ensure satisfaction and retention.
- Provide excellent customer service by addressing queries and concerns.
- Maintain up-to-date knowledge of all retail banking products and services.
- Educate customers on the benefits and features of the products.
- Meet or exceed sales targets and KPIs set by management.
- Develop and implement strategies to achieve sales goals.
- Conduct market research to identify potential leads and understand customer needs.
- Provide feedback to the product development team on customer preferences and market trends.
Qualifications and Experience:
- Bachelor's degree in Business Administration, Finance, Marketing, or Diploma in Banking, Accounting, Finance with proven experience in a sales leadership role, preferably within the banking or financial services sector.
- Minimum 2 years previous experience in sales will be an advantage, preferably in the banking or financial services industry.
- Strong verbal and written communication skills.
- Ability to present products and services clearly and persuasively.
- Proven ability to meet sales targets, negotiate effectively, and close deals.
- In-depth understanding of retail banking products and financial markets.
About Us:
Client Of 6 Pence is a reputable banking client seeking a talented individual to join our team. We offer a dynamic and challenging work environment with opportunities for growth and development.
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