Banking Sales Executive (225-918)

As a Banking Sales Executive, you will play a vital role in advancing the financial success of our clients and the growth of our banking institution. You will be at the forefront of customer interactions, leveraging your deep understanding of financial products and services to match them with the needs of our diverse clientele. This role requires a dynamic professional who thrives on building and maintaining relationships with customers, while strategically driving banking sales targets. You will be responsible for identifying and pursuing new sales opportunities, maintaining strong client networks, and contributing to the development of effective banking sales strategies. The ideal candidate will possess a solid background in financial services, a passion for sales, and the ability to exceed customer expectations while ensuring compliance with banking regulations.

Responsibilities

• Develop and maintain strong business relationships with banking clients to enhance sales.
• Identify new sales opportunities through market research and industry networking.
• Deliver exceptional customer service to promote client retention and new sales.
• Achieve and exceed established sales targets and contribute to the branch's growth.
• Collaborate with team members to strategize and execute effective sales plans.
• Conduct detailed needs analysis to recommend suitable banking products to customers.
• Stay updated on banking products and regulatory changes to advise clients accurately.
• Utilize sales tools and techniques to enhance banking product sales effectively.
• Prepare and present regular sales reports to management and stakeholders.
• Attend branch and client meetings to facilitate sales discussions and training.
• Participate in community events to identify potential sales and networking opportunities.
• Ensure adherence to banking policies, ethical guidelines, and compliance requirements.

Requirements

• Bachelor's degree in Business, Finance, or a related discipline is preferred.
• Proven experience in banking sales or financial services sales environment.
• Excellent communication, negotiation, and interpersonal skills are crucial.
• Strong knowledge of banking products, financial markets, and industry trends.
• Ability to work independently and as part of a team to achieve targets.
• Proficiency in using CRM software and Microsoft Office suite for reporting.
• Demonstrated capacity to build and maintain professional client relationships.
• An understanding of compliance protocols and regulatory frameworks in banking.