Sales Executive -Banking sales (225-909)

The Sales Executive in banking sales plays a critical role in the dynamic and competitive banking industry. Their primary responsibility is to generate sales and increase the bank’s share of the banking market by acquiring new customers and upselling products to existing clients. The ideal candidate will be self-motivated, possess excellent communication skills, and have a strong understanding of financial products and services. They will engage with a diverse set of clients, ranging from individuals to large corporations, and will be expected to build and maintain long-term relationships. The role requires a proactive approach to generate new leads, negotiate terms, and close sales deals, all while delivering excellent customer service to ensure client satisfaction and loyalty. A successful Sales Executive will be results-driven and exhibit a high level of professionalism and integrity in all their dealings.

Responsibilities

• Identify potential clients and actively seek new sales opportunities through networking and referrals.
• Contact potential and existing customers to present banking products and services effectively.
• Understand customer needs and provide solutions that address their financial pain points.
• Deliver engaging presentations and demonstrations to showcase financial products and benefits.
• Establish and nurture long-term relationships with clients to build loyalty and trust.
• Negotiate product terms and close sales to achieve individual and team sales targets.
• Maintain comprehensive knowledge of all bank products and services to provide accurate advice.
• Collaborate with internal teams to ensure a seamless onboarding process for new clients.
• Track and report on sales performance metrics and customer feedback to management.
• Keep abreast of industry trends and competitor offerings to maintain market competitiveness.
• Attend industry events and networking sessions to promote the bank's products and brand.
• Provide advice and support to customers on financial planning and investment opportunities.

Requirements

• Bachelor’s degree in Business Administration, Finance, or a related field preferred.
• Proven experience as a Sales Executive or relevant role in banking sales.
• Strong understanding of banking products and financial services market dynamics.
• Excellent communication, negotiation, and interpersonal skills to engage clients effectively.
• Ability to manage multiple accounts and build lasting customer relationships.
• A results-driven approach with a high level of motivation and ambition.
• Strong problem-solving skills and the ability to adapt to client needs quickly.