Direct Sales Agent – Vistas

• Proactively identify and engage potential customers for various banking products.
• Conduct outbound sales activities to generate leads and attract new clients.
• Develop a thorough understanding of savings accounts, loans, credit cards, and investment options.
• Effectively communicate product features and benefits to customers.
• Deliver clear and persuasive sales presentations to potential clients.
• Customize presentations based on individual customer needs.
• Cultivate and maintain strong relationships with clients for customer satisfaction and loyalty.
• Provide personalized financial advice and solutions.
• Meet and exceed monthly and quarterly sales targets.
• Work towards increasing the bank’s customer base and revenue.
• Adhere to all banking regulations and compliance standards.
• Ensure that all sales activities meet legal and ethical standards.
• Complete all necessary paperwork accurately and in compliance with bank policies.
• Maintain organized and up-to-date records of sales transactions and customer interactions.
• Identify opportunities for cross-selling additional banking products.
• Maximize the value of customer relationships through comprehensive financial solutions.
• Stay informed about industry trends, competitor offerings, and market conditions.
• Provide feedback to the bank regarding customer needs and preferences.
• Prepare regular sales reports for management, detailing achievements, challenges, and opportunities.
• Collaborate with team members and management to strategize for improved sales performance.

Job Details

Preferred Candidate