Job Description – Sales Executive (Banking Sector)

Sell banking products such as credit cards.
Achieve assigned monthly sales targets and business goals
Generate leads through field sales, referrals, and direct customer engagement
Explain product features, eligibility, benefits, and terms to customers
Assist customers with application submission and documentation (KYC compliance)
Ensure accurate verification of customer documents as per bank requirements
Follow up with customers on application status and approvals
Maintain strong customer relationships for repeat business and referrals.
Maintain daily sales reports, customer records, and activity updates
Coordinate with internal teams for smooth processing and onboarding
Ensure compliance with banking policies, regulations, and data confidentiality standards
Participate in sales campaigns, promotions, and outdoor marketing activities
Stay updated on banking products, offers, and competitor activities
Handle customer queries and provide timely resolutions
Work towards achieving both sales volume and quality targets

Preferred Experience

Qualification:

Bachelor's Degree in Business, Finance, Marketing, or related field preferred.

Skills & Abilities: