Banking Sales Executive (225-804)

The role of a Banking Sales Executive is dynamic and vital to the growth and outreach of a financial institution. As a Banking Sales Executive, you will be responsible for identifying opportunities to increase the institution's market share through strategic sales initiatives. You will manage client relationships, promote various banking products, and strive to meet sales targets. Your efforts will directly influence the financial performance of the bank, requiring a proactive approach and an in-depth understanding of banking products and services. Additionally, you will work closely with different departments to ensure customer satisfaction and loyalty, ultimately contributing to the overall business success.

Responsibilities

• Develop and implement strategic sales plans to achieve banking targets.
• Cultivate strong relationships with new and existing banking clients.
• Identify customer needs to recommend appropriate banking products and services.
• Maintain up-to-date knowledge of banking products, services, and regulations.
• Coordinate with other banking departments to enhance customer service experience.
• Prepare sales reports and monitor performance against sales objectives.
• Participate in networking activities to increase bank's market presence.
• Conduct regular follow-ups with clients to ensure service satisfaction.
• Provide accurate information about banking products and services to customers.
• Negotiate and close deals with prospective and current clients to meet sales goals.
• Attend training sessions to continuously improve banking sales skills and knowledge.
• Support marketing campaigns to increase banking product awareness and sales.

Requirements

• Bachelor’s degree in Finance, Business Administration, or related field.
• Proven track record in sales, preferably within the banking industry.
• Excellent communication and interpersonal skills for client interaction.
• Strong analytical skills with the ability to assess banking needs effectively.
• Ability to work in a fast-paced environment and meet sales deadlines.
• In-depth understanding of banking products and banking industry regulations.
• Proficient in using CRM software and Microsoft Office Suite.
• Exceptional negotiation skills with an ability to close sales successfully.
• Self-motivated with a proactive approach to banking sales challenges.
• Willingness to attend networking events outside regular business hours.