Sales Executive
- Posted 2 months ago
- Be among the first 10 applicants
Job Description
Job Description:
Bachelor's Degree in Business, Finance, Marketing, or related field preferred.
Skills & Abilities:
- 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.
- 1–3 years in banking sales, financial services, credit cards, or direct sales
Bachelor's Degree in Business, Finance, Marketing, or related field preferred.
Skills & Abilities:
- Experience in selling banking products.
- Good knowledge of banking products, features, and eligibility criteria.
- Excellent communication and interpersonal skills
- Strong negotiation and convincing abilities
- Knowledge of KYC and basic banking compliance requirements
- Ability to handle customer queries and objections
- Strong follow-up and pipeline management skills
- Ability to achieve monthly sales targets
- MS Office and basic CRM usage knowledge
- Ability to work under pressure and meet deadlines
- Fluency in English; additional languages is an advantage
- Professional attitude and customer-focused approach
More Info
Key Skills
Knowledge of KYC and basic banking compliance requirements
Knowledge of banking products features and eligibility criteria
Experience in selling banking products
MS Office and basic CRM usage knowledge
About Company
Skills:
Ability to generate leads and convert prospects into sales, Knowledge of KYC and basic banking compliance requirements, Good knowledge of banking products features and eligibility criteria, Experience in selling banking products, MS Office and basic CRM usage knowledge, Experience in field sales direct sales or financial services sales, Basic understanding of financial services and credit assessment concepts, Ability to achieve monthly sales targets