Sales Executive – Credit Cards & Personal Loans 05F25

The Sales Executive for Credit Cards & Personal Loans is a crucial role that focuses on driving business growth through the strategic sale of credit card and personal loan products. This position is designed for a dynamic professional who excels in a target-driven environment and has a passion for generating leads, closing deals, and exceeding sales targets. As a Sales Executive, you will work closely with customers to understand their financial needs and offer suitable solutions to meet those needs. You will be responsible for developing relationships with prospective clients, conducting market analysis, and gathering insights to improve sales strategies. This role requires excellent communication skills, a good understanding of financial products, and a proactive approach to enhancing customer satisfaction.

Responsibilities

• Identify and solicit potential clients through canvassing, cold calling, and networking.
• Develop and maintain relationships with existing clients to ensure long-term satisfaction.
• Conduct presentations and demonstrations to educate clients about financial products.
• Assess clients' financial needs and counsel them on suitable credit products.
• Achieve defined sales targets and performance metrics on a monthly basis.
• Collaborate with the sales team to develop and implement effective sales strategies.
• Track and report on sales performance and client interactions regularly.
• Stay updated on industry trends and competitors' offerings in the financial sector.
• Attend sales meetings and training sessions to continually improve skills.
• Prepare and submit accurate sales activity reports and forecasts as required.
• Ensure compliance with all company policies and procedures related to sales operations.
• Handle client inquiries and resolve any issues or concerns promptly and professionally.

Requirements

• A bachelor's degree in Business, Finance, Marketing, or a related field.
• Proven experience in sales, preferably within the financial sector for two years.
• Strong understanding of credit products, including credit cards and personal loans.
• Excellent communication and interpersonal skills, both verbal and written.
• Results-driven with a strong track record of meeting or exceeding sales targets.
• Ability to work independently and as part of a collaborative team environment.
• Proficiency with CRM software and MS Office applications for reporting purposes.