Sales Executive – Credit Cards & Personal Loans (225-714)

As a Sales Executive specializing in Credit Cards & Personal Loans, you will be the driving force behind expanding our customer base and promoting our financial products. You will play a critical role in reaching out to potential clients, understanding their financial needs, and offering tailored solutions to match their requirements. Your primary focus will be on building strong relationships, providing exceptional customer service, and ensuring a seamless process for clients looking to secure credit cards and personal loans. This position requires a motivated individual with excellent communication skills who is committed to meeting and exceeding sales targets and enhancing customer satisfaction. In this dynamic role, you will have the opportunity to work in an engaging environment where your contributions significantly impact the overall growth and success of our financial solutions.

Responsibilities

• Identify and target potential clients for credit cards and personal loans offerings.
• Develop and maintain strong relationships with clients to ensure customer satisfaction.
• Conduct in-depth analysis of clients’ financial needs and offer suitable products.
• Meet or exceed sales targets and performance goals in a specified timeframe.
• Provide detailed information on product features, benefits, and related terms.
• Prepare and present tailored financial product proposals to achieve sales success.
• Handle customer queries and resolve issues to maintain high satisfaction levels.
• Stay updated on industry trends and competitors to enhance sales strategies.
• Collaborate with team members to plan and execute effective sales campaigns.
• Maintain accurate records and reports of sales activities and client interactions.
• Participate in trainings and workshops to enhance product and service knowledge.
• Ensure compliance with company policies and regulatory requirements in all dealings.

Requirements

• Bachelor’s degree in finance, business administration, or a related field preferred.
• Proven experience in sales, preferably in financial products and banking services.
• Strong understanding of credit cards and personal loan products and markets.
• Excellent communication and interpersonal skills to engage with clients effectively.
• Ability to work independently while contributing to team objectives and success.
• Proficient in using CRM software and Microsoft Office Suite for sales tracking.
• Demonstrated ability to meet and exceed sales targets in a competitive environment.