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- Generate leads and drive sales for banking and financial products
- Build and maintain relationships with new and existing clients
- Identify client needs and recommend suitable products or services
- Achieve sales targets and objectives set by the bank
- Conduct customer meetings and follow-up on leads
- Provide excellent customer service and address any inquiries or concerns
- Keep up-to-date with market trends and competitor activities
- Collaborate with team members to achieve collective sales goals
- Prepare and submit sales reports and updates to management
- Continuously improve sales techniques and product knowledge through training and development opportunities