Banking sales executive

A Banking Sales Executive is responsible for driving revenue by acquiring new customers and selling financial products such as savings accounts, current accounts, credit cards, loans, and insurance or investment plans.

Key Responsibilities • Customer Acquisition: Identify and onboard New-to-Bank (NTB) customers through field visits, telecalling, or branch walk-ins. • Product Promotion: Sell core banking and third-party products, including CASA (Current Account Savings Account), fixed deposits, credit/debit cards, personal/home loans, mutual funds, and life/general insurance. • Target Achievement: Meet or exceed monthly sales, revenue, and product-wise quotas. • Cross-Selling: Analyze customer needs to cross-sell or up-sell additional financial services. • KYC \& Compliance: Complete customer verification, KYC documentation, and regulatory compliance checks for every account or loan opened. • Pipeline Management: Track leads, follow-up calls, and conversions using the bank’s CRM (Customer Relationship Management) system. • Post-Sales Service: Resolve customer inquiries, assist with mobile/digital banking setup, and maintain relationships to lower customer churn.

Pay

₹10,000.00 - ₹34,000.00 per month

Benefits

• Cell phone reimbursement
• Flexible schedule
• Food provided
• Paid sick time

Work Location

In person