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Going in market to generate new business. Building and maintaining profitable relationships with key customers. Interest in financial products and market . Resolving customer complaints quickly and efficiently. Keeping customers updated on the latest products in order to increase sales. Creating and sharing MIS with the reporting on daily . Expanding the customer base by up selling and cross-selling. Understanding key customer individual needs and addressing these. Conducting business reviews using CRM programs. Knowing your competition and strategy accordingly. Maintain a positive attitude focused on customer satisfaction Good communication skills. .