Banking Sales Executive (225-727)

A Banking Sales Executive plays a pivotal role in driving the growth and success of a bank by acquiring new clients and maintaining relationships with existing customers. This position requires a dynamic individual with excellent communication and negotiation skills, capable of understanding and fulfilling the financial needs of clients. As a Banking Sales Executive, you will be responsible for promoting and selling a variety of financial products and services, including loans, deposits, and investment opportunities. Your role will involve both fieldwork to attract new clients through direct sales and engagement strategies, as well as maintaining strong relationships with existing customers to ensure their satisfaction and retention. This position offers an exciting opportunity for those passionate about sales and finance, seeking to thrive in a fast-paced and target-driven environment.

Responsibilities

• Identify and target potential clients to expand the bank's customer base effectively.
• Develop and implement strategic sales plans to achieve assigned sales targets consistently.
• Promote a range of financial products, including loans, deposits, and investment options.
• Conduct regular follow-ups with existing customers to ensure satisfaction and retention.
• Organize client meetings and presentations to explain product features and benefits clearly.
• Stay updated with the latest banking products, services, and regulatory changes.
• Collaborate with other banking departments to ensure seamless service delivery to clients.
• Prepare detailed proposals and presentations customized to meet individual client needs.
• Handle client inquiries and resolve issues promptly to maintain high service standards.
• Ensure compliance with all banking laws and relevant industry regulations in all interactions.
• Maintain an accurate record of sales activities and client interactions in CRM systems.
• Report sales achievements and market feedback to management for strategic review and action.

Requirements

• Bachelor's degree in Finance, Business Administration, or a related field is preferred.
• Proven experience in sales, particularly in the banking or financial services sector.
• Strong interpersonal and communication skills with a focus on customer service.
• Ability to work independently and as part of a team to achieve sales targets.
• Possess excellent negotiation skills with the ability to close sales effectively.
• Good understanding of banking products, services, and current industry trends.
• Proficient in using Microsoft Office Suite and CRM software for managing sales activities.