Sales Executive

Job Title: Sales Executive – Banking

Department: Retail / Corporate Banking

Reporting To: Sales Executive

Job Summary

The Sales Executive is responsible for acquiring new customers, promoting banking products, and achieving sales targets. The role focuses on building strong customer relationships, understanding financial needs, and offering suitable banking solutions.

Key Responsibilities

• Identify and acquire new customers through field sales, referrals, and lead generation
• Promote and sell banking products such as:
• Savings & Current Accounts
• Loans (Personal, Home, Auto, Business)
• Credit Cards
• Insurance & Investment Products
• Meet and exceed monthly and quarterly sales targets
• Conduct customer meetings and explain product features, benefits, and charges
• Ensure accurate documentation and compliance with KYC/AML norms
• Maintain relationships with existing customers to generate repeat business
• Coordinate with internal teams for account opening, loan processing, and disbursement
• Keep updated on bank policies, products, and market trends
• Prepare daily/weekly sales reports and maintain customer records in CRM systems

Required Skills & Competencies

• Strong communication and interpersonal skills
• Persuasion and negotiation abilities
• Customer-focused approach
• Basic knowledge of banking products and financial services
• Ability to work under pressure and meet targets
• Good presentation and relationship-building skills

Qualifications

• Bachelor’s degree in Business, Finance, Commerce, or any related field
• 0–3 years of experience in banking, financial services, or sales (freshers can apply)

Preferred Experience

• Experience in retail banking or NBFC sales
• Field sales experience in financial products

Compensation & Benefits

• Fixed salary + performance-based incentives
• Training and career growth opportunities
• Health insurance and employee benefits as per company policy

Job Types: Full-time, Fresher

Pay: ₹15,000.00 - ₹20,000.00 per month

Work Location: In person