Sales Executive -Banking sales (225-613)

The role of a Sales Executive in Banking Sales includes the responsibility of propelling the bank's financial products and services to both individual customers and businesses. As a vital part of the bank's sales team, the executive is expected to build and maintain strong client relationships to ensure the growth of the customer base and revenue. Equipping customers with the right financial solutions to meet their specific needs, the sales executive focuses on deepening the penetration of the bank's market presence. This role requires excellent communication, negotiation, and interpersonal skills to effectively foster trust and confidence with clients. The ability to understand and predict market trends, as well as identify and capitalize on sales opportunities, are key components of the position. Success in this role involves achieving and exceeding sales targets and contributing to the bank's broader financial objectives.

Responsibilities

• Identify prospective clients and develop customized financial solutions for them.
• Conduct market research to understand the current banking trends and customer needs.
• Build and maintain strong professional relationships with existing and new clients.
• Analyze clients' financial status and develop feasible financial plans accordingly.
• Meet and exceed individual and team sales targets on a consistent basis.
• Present and sell banking products and services to individual and business clients.
• Collaborate with the bank's marketing and product development teams to enhance sales strategies.
• Provide feedback and insights to the management about client needs and product modifications.
• Participate in networking activities and represent the bank at industry events.
• Prepare accurate and timely sales reports and forecasts for management review.
• Ensure compliance with bank policies and regulatory standards during sales activities.
• Facilitate client onboarding and follow-up on customer satisfaction and retention efforts.

Requirements

• Bachelor’s degree in Business Administration, Finance, or related field.
• A minimum of 2 years of sales experience in the banking or financial sector.
• Proficient understanding of banking products, financial regulations, and market dynamics.
• Strong interpersonal skills and an ability to build lasting client relationships.
• Excellent communication, negotiation, and presentation abilities.
• Ability to work independently and as part of a collaborative sales team.
• Proficiency in MS Office and CRM software to track and manage sales activities.