Products/ Services     : Lockers, Deposits, General and Life Insurance, Mutual Funds

• Represent SFSL, its values and vision to all prospective customers and present our services
• Acquire new customers for SFSL, and take accountability in handling their investment
• portfolios including Lockers and Deposits
• Meeting Productivity targets as assigned by the Organization on month on month basis.
• Cross-Sell and Up-Sell to existing clients
• Ensure that a comprehensive financial need analysis of customers is done & provide the right investment solution based on the analysis.

• Ensure that MIS/ Reporting Formats are maintained/ Updated on regular basis.
• Maintain customer relations & ensure post sale needs of customers are met.
• Ensure strict adherence to policies and procedures.
• Organize marketing activities or events to raise brand awareness.

• Presentable and multi-tasking skills
• Outstanding communication and interpersonal abilities
• A team player with a customer-centric approach
• Basic Selling Skills
• Knowledge of basic marketing techniques and principles
• Local language proficiency and mobility.