Identify and qualify new customersProspect new customers through lead generation, trade shows, follow-up, and cold callingIdentify the correct decision makers within a given businessDocument all pertinent customer information and conversations into CRM system

• Possess a competitive spirit and desire to meet and exceed daily sales goals.• Lead by example and motivate sales associate to provide Outstanding customer service.• Recruit and train to ensure that there is enough strength to Handle the sales projection 15 days in advance.• Measure daily, weekly, monthly performance trends of each team member and take corrective actions to match the expectation• Conduct daily team hurdles to brief the team on the team and individual targets 🎯 • Top Performer with Highest revenue achieved overall. • Achieved Top Rankings for the Monthly Achievement ( Top 3 BDAs from my Team) 🤩🤩

• Works with the Sales Manager and team to develop and execute programs to pipeline & close deals.• Teamwork & Collaboration.• Identifies prospects and develops sales strategies to secure new business. This may include sales calls, competitive analysis,coordination of presentations and proposals, in-office.• Demonstrations, direct mail campaigns, and follows up activity coordinated within that plan/approach.• The key objectives are to develop deep customer knowledge and influence through forging executive relationships. • Manage direct relationships with management representatives for all key accounts.

• Achieve daily sales target as assigned by the team leader. • Cold calling, business development and generating follow ups on a daily basis. • Target tier 3 and tier 4 cities as per the course specifications. • Maintaining daily input targets according to the company policies.• To retain the existing customer using on-boarding calls.

• Sharing Investment Opportunities (Mutual funds, fixed deposits, stock acquisition, opening of SB accounts for all their family members, Insurance opportunities)• Data entry of vouchers• Contacting corporate employees and enrol them in the bank• Building relationships, observing the clients