Sales Executive
Sharaf DG
Description
Job Description – Sales Executive (Banking Sector)
- Sell banking products such as credit cards.
- Achieve assigned monthly sales targets and business goals.
- Generate leads through field sales, referrals, and direct customer engagement.
- Explain product features, eligibility, benefits, and terms to customers.
- Assist customers with application submission and documentation (KYC compliance).
- Ensure accurate verification of customer documents as per bank requirements.
- Follow up with customers on application status and approvals.
- Maintain strong customer relationships for repeat business and referrals.
- Maintain daily sales reports, customer records, and activity updates.
- Coordinate with internal teams for smooth processing and onboarding.
- Ensure compliance with banking policies, regulations, and data confidentiality standards.
- Participate in sales campaigns, promotions, and outdoor marketing activities.
- Stay updated on banking products, offers, and competitor activities.
- Handle customer queries and provide timely resolutions.
- Work towards achieving both sales volume and quality targets.
- Skills
- excellent communication, interpersonal skills, strong negotiation, convincing abilities, ability to generate leads, ability to handle customer queries, fluency in English
- Experience
- 1–3 years
- Education
- Bachelor’s Degree in Business, Finance, Marketing, or related field preferred
- Qualifications
- Bachelor’s Degree in Business, Finance, Marketing, or related field preferred
- Responsibilities
- Sell banking products, achieve sales targets, generate leads, explain product features, assist with application submission, verify customer documents, follow up on applications, maintain customer relationships, maintain sales reports, coordinate with internal teams, ensure compliance, participate in sales campaigns, stay updated on products, handle customer queries
- Posted
- Posted 2 days ago