Banking Sales Manager

We are looking for a dynamic and results-driven Banking Sales Manager with 3–5 years of experience in banking sales, financial services, and customer relationship management. The ideal candidate will be responsible for driving business growth, acquiring new customers, managing client relationships, and achieving assigned sales targets.

The candidate should possess strong sales and negotiation skills, a customer-focused approach, and the ability to develop business opportunities while ensuring compliance with the bank’s policies and regulatory requirements.

Key Responsibilities

Target Achievement

Achieve monthly, quarterly, and annual sales targets in line with organizational objectives.

Relationship Management: Build and maintain strong relationships with existing and prospective customers to improve customer retention and generate repeat business.

Lead Management

Generate, track, and convert leads into business opportunities through effective follow-ups and sales strategies.

Documentation and Compliance

Ensure accurate completion of customer documentation, KYC requirements, and other applicable banking procedures.

Sales Reporting

Maintain accurate records of sales activities, customer interactions, pipeline status, and performance reports.

Team Coordination: Coordinate with branch operations, credit, customer service, and other internal teams to ensure smooth processing of customer applications and transactions.

Compliance and Ethics: Adhere to internal policies, applicable RBI guidelines, and relevant banking regulations while ensuring ethical sales practices.

Eligibility Criteria

Bachelor’s degree in Business Administration, Commerce, Finance, Marketing, or a related field.

3–5 years of experience in banking sales, financial services sales, or a related customer acquisition role.

Proven track record of achieving sales targets and generating business.

Strong understanding of customer acquisition, lead conversion, and relationship management.

Familiarity with KYC procedures, banking documentation, and applicable compliance requirements.

Required Skills

Excellent communication and interpersonal skills.

Strong sales, negotiation, and convincing abilities.

Customer relationship management and business development skills.

Target-oriented mindset with a focus on revenue generation.

Good analytical, problem-solving, and decision-making abilities.

Proficiency in MS Office and CRM or banking sales applications.

Ability to work independently and collaboratively in a target-driven environment.

Strong time management, planning, and follow-up skills.

Key Performance Indicators (KPIs)

Performance will be evaluated based on the following parameters

Achievement of assigned monthly and quarterly sales targets.

Number of new customers traced.

Revenue generated from banking products and services.

Lead conversion ratio and sales pipeline performance.

Quality of documentation and adherence to compliance standards.

Candidates should be comfortable working in a performance-driven environment and demonstrating consistent business growth while maintaining customer trust and regulatory compliance.

Pay

₹40,000.00 - ₹50,000.00 per month

Benefits

Provident Fund

Work Location

In person