banking sales officer

Key Responsibilities:1. Customer Acquisition & Sales

• Identify potential customers and generate leads for banking products (Savings Accounts, Current Accounts, Loans, Credit Cards, Insurance, etc.).
• Meet and exceed monthly sales and cross-selling targets.
• Conduct field visits, presentations, and follow-ups with clients.

2. Customer Relationship Management

• Build and maintain long-term relationships with existing and new clients.
• Provide quality customer service and resolve customer queries efficiently.
• Ensure customer satisfaction and retention through regular interaction.

3. Product Promotion

• Educate customers about bank products, digital banking services, and investment options.
• Participate in marketing and promotional activities organized by the bank.

4. Documentation & Compliance

• Complete KYC (Know Your Customer) and account opening documentation accurately.
• Ensure compliance with bank policies and RBI guidelines.
• Maintain accurate sales reports and daily activity logs.

Skills & Competencies:

• Strong communication and interpersonal skills.
• Good sales and negotiation ability.
• Basic knowledge of banking products and financial terms.
• Target-oriented and self-motivated.
• Proficiency in MS Office and digital banking tools
• Qualification & Experience:
• Bachelor’s degree (preferably in Commerce, Finance, or Business Administration).
• 0–3 years of experience in banking or financial product sales (freshers may also apply).
• Local language proficiency is an advantage.

Compensation & Benefits:

• Fixed salary + performance-based incentives.
• Medical and insurance benefits as per bank policy.
• Career growth opportunities through internal promotions and training.

Job Types: Full-time, Fresher

Pay: ₹15,000.00 - ₹25,000.00 per month

Work Location: In person