Sales Officer – Personal Loans & Credit Cards 04F25

The Sales Officer for Personal Loans & Credit Cards plays a pivotal role in the financial sector by helping individuals and businesses acquire the financial products they need. This position is crucial in building and maintaining strong relationships with clients by understanding their financial needs and recommending suitable loan and credit card options. As a Sales Officer, you will have the opportunity to work in a dynamic environment that fosters professional growth while contributing to the financial success of your clients. The role involves meeting sales targets, providing exceptional customer service, and staying informed about the latest products and trends in the financial services industry. Successful candidates will be outgoing, results-oriented, and possess excellent communication skills, which will equip them to navigate the competitive landscape of personal finance offerings and deliver optimal financial solutions to clients.

Responsibilities

• Identify potential clients and analyze their financial needs and goals.
• Develop and execute strategies to increase sales of personal loans and credit cards.
• Provide detailed information to clients about personal loan and credit card offerings.
• Meet or exceed monthly sales targets and contribute to team goals.
• Build and maintain strong relationships with existing clients for repeat business.
• Conduct market research to identify trends and inform product developments.
• Collaborate with internal teams to streamline the customer onboarding process.
• Ensure all sales activities comply with company policies and industry regulations.
• Maintain accurate records of all client interactions and sales activities.
• Participate in sales meetings, training sessions, and workshops to enhance skills.
• Provide feedback to management on market trends and customer feedback.
• Assist clients with inquiries and guide them through the application process.

Requirements

• Bachelor's degree in Finance, Business Administration, or a related field.
• Previous experience in sales, preferably in financial services or banking.
• Strong interpersonal skills with the ability to communicate effectively.
• Proven track record of meeting or exceeding sales targets in a competitive environment.
• Good understanding of personal loans and credit card products and services.
• Ability to analyze financial data and identify customer needs accurately.
• Proficiency in using CRM software and other sales tools for day-to-day activities.