Banking Sales Executive (225-915)

Client of Talentmate

As a Banking Sales Executive, you will play a pivotal role in driving the revenue growth of our banking services by engaging with potential clients, understanding their financial needs, and providing them with suitable banking products and services. Your primary goal will be to increase the bank's customer base and build lasting relationships with clients. You will engage in direct customer interaction, needing an in-depth understanding of banking products like loans, credit cards, investment options, and account services. This role requires a proactive approach, excellent interpersonal skills, and a strong inclination towards achieving sales targets. You will work closely with the sales and marketing teams to devise strategies that maximize customer acquisition and retention. Your success in this role will contribute to overall organizational growth and will offer you an opportunity to climb the career ladder in the banking sector.

• Identify prospective clients and build strong relationships to generate sales leads.
• Understand client needs to recommend appropriate banking products and services effectively.
• Achieve individual sales targets set by the management consistently and efficiently.
• Stay updated with the latest banking products to offer accurate information to clients.
• Collaborate with marketing teams to develop customer acquisition strategies and campaigns.
• Conduct market research to understand competitive products and customer demand trends.
• Ensure high customer satisfaction by resolving queries and providing post-sales support.
• Prepare regular sales reports and updates for management review and assessment purposes.
• Maintain a customer database and follow up on future banking requirements and promotions.
• Participate in industry events and networking activities to enhance brand visibility.
• Adhere to all banking regulations and ensure compliance with legal standards.
• Organize training sessions for new recruits to enhance sales knowledge and skills.

• Bachelor s degree in finance, business administration, or a related field is required.
• Proven sales experience, preferably in banking, finance, or a related industry.
• Strong communication and interpersonal skills to effectively engage with clients.
• Highly driven to meet and exceed sales targets in a competitive environment.
• Knowledge of banking products, services, and current financial market trends.
• Excellent problem-solving skills and ability to handle complex customer queries.
• Proficiency in CRM software and other standard office applications.