Customer Development Executive (Banking)

Job Title: Customer Development Executive
Industry: Banking & Financial Services
Experience: 2+ Years
Qualification: Any Graduate
Job Type: Full-time
Job Location: Anna Nagar / T. Nagar / Mylapore, Chennai

We are looking for a confident and customer-focused Customer Development Executive to acquire new customers, develop strong customer relationships, and promote financial products and services. The ideal candidate should have experience in financial product sales, excellent communication skills, and a customer-centric approach.

Key Responsibilities

• Represent the company professionally and explain financial products and services to prospective customers.
• Acquire new customers and build long-term customer relationships.
• Handle and maintain customer investment portfolios, including Lockers, Deposits, and Mutual Funds.
• Identify opportunities to cross-sell and up-sell relevant financial products to existing customers.
• Understand customers' financial requirements and recommend suitable financial solutions.
• Maintain accurate MIS reports, customer records, and sales-related documentation.
• Provide effective post-sales support and ensure customer requirements are addressed promptly.
• Maintain regular communication and follow-up with existing and prospective customers.
• Follow company policies, procedures, and compliance requirements.
• Participate in marketing activities, customer meetings, and promotional events to increase brand awareness.
• Coordinate with internal teams to ensure smooth customer service and support.

Requirements

• Minimum 2+ years of experience in financial products/services sales.
• Minimum qualification: Any Graduate.
• Excellent communication and interpersonal skills.
• Confident, presentable, and customer-oriented.
• Basic knowledge of sales and marketing principles.
• Strong customer relationship and networking skills.
• Ability to multitask and manage customer requirements effectively.
• Local language proficiency is required.
• Willingness to travel locally and meet customers when required.

Preferred Skills

• Financial Product Sales
• Customer Acquisition
• Relationship Management
• Cross-Selling & Up-Selling
• Investment Products
• Customer Service
• Lead Generation
• Sales & Marketing
• MIS & Reporting

How to Apply

Interested candidates can share their updated resume at: @[email protected]

Pay: Up to ₹400,000.00 per year

Work Location: In person