Banking Sales Executive

Consultant

0 Years

35000 - 60000 Monthly

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Posted: 01 Mar 25

Job Description

Job Summary

A Banking Sales Executive is responsible for promoting and selling banking products and financial services to customers. This includes savings accounts, current accounts, loans, credit cards, insurance, and investment products. The role requires strong sales skills, customer relationship management, and a good understanding of banking products.

Key Responsibilities

1. Sales & Business Development

Identify potential customers and pitch banking products such as loans, credit cards, and savings accounts.
Achieve monthly and annual sales targets for banking products and services.
Cross-sell and upsell financial products to increase customer engagement.

2. Customer Relationship Management

Understand customer financial needs and recommend suitable banking solutions.
Build and maintain strong customer relationships to ensure loyalty and referrals.
Provide excellent customer service to resolve banking-related queries.

3. Market Research & Lead Generation

Conduct market research to identify sales opportunities and competitive banking trends.
Generate leads through cold calling, networking, referrals, and digital marketing.
Organize promotional events, seminars, and campaigns to attract new customers.

4. Documentation & Compliance

Assist customers in completing account opening, loan applications, and KYC documentation.
Ensure compliance with RBI guidelines, bank policies, and financial regulations.
Maintain accurate records of customer interactions, sales activities, and transactions.

5. Coordination with Bank Teams

Work closely with branch managers, relationship managers, and loan officers to facilitate smooth transactions.
Coordinate with internal teams for loan approvals, credit analysis, and underwriting processes.

Skills & Competencies Required

✅ Sales & Negotiation Skills – Ability to close deals and achieve revenue targets.
✅ Customer Service & Relationship Management – Strong interpersonal skills to build client trust.
✅ Financial & Banking Knowledge – Understanding of bank products, loans, and regulatory policies.
✅ Communication & Presentation Skills – Ability to explain banking services clearly to customers.
✅ Target-Oriented & Self-Motivated – Ability to work under pressure and meet sales targets.
✅ Basic Computer Skills – Familiarity with CRM software, banking applications, and MS Office.

More information about this Banking Sales Executive Job

Please go through the below FAQs to get all answers related to the given Banking Sales Executive job

What are the job requirements to apply for this Banking Sales Executive job position?
- Ans: A candidate must have a minimum of fresher as an Banking Sales Executive

What is the qualification for this job?
- Ans: The candidate can be a Graduate from any of the following: B.Com, BA, BBA/BBM
What are the salary requirements for this job?
- Ans: The salary range is between 35000 and 60000 Monthly. The Salary will depend on the interview. This Banking Sales Executive is a Full Time in Bhubaneswar.
What is the hiring Process of this job?
- Ans: The hiring process all depends on the company. Normally for an entry level, hiring the candidate has to go for Aptitude, GD (If they look for communication),Technical test and face to face interviews.
This Banking Sales Executive is a work from home job?
- Ans: No ,its not a Work from Home Job.
How many job vacancies are opening for the Banking Sales Executive position?
- Ans: There are immediate 1 job openings for Banking Sales Executive in our Organisation.

Job Particulars

Role sales marketing executive

Education B.Com, BA, BBA/BBM

Who can apply Freshers

Hiring Process Face to Face Interview

Employment TypeFull Time

Job Id2628545

Job Category BSc/BCA/BBM

Locality Address Lakshmi Sagar, Rasulgarh, Sahid Nagar, Vani Vihar, Bhubaneswar-Others

State Orissa

Country India

About Company

Consultant

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