Banking Sales Associate

Roles & Responsibilities

Responsibilities :

1. Customer Engagement :

• Build and maintain strong relationships with customers.
• Provide excellent customer service and address inquiries regarding financial products and services.
• Actively engage in cross-selling and upselling financial products to meet sales targets.

2. Product Knowledge :

3. Sales Targets :

4. Documentation and Processing :

5. Compliance :

6. Problem Resolution :

7. Team Collaboration :

8. Market Research :

9. Training and Development :

Qualifications :

Tell employers what skills you have

Wealth Management

Training Management

Relationship Management Skills

Derivatives

Tolerance

Relationship Management

Portfolio Management

Written Skills

Emotional Intelligence

Financial Advisory

Fixed Income

Business Development

Bridge

Mutual Funds