Banking Sales Executive Jobs Opening in Consultant at Lakshmi Sagar, Rasulgarh, Sahid Nagar, BhubaneswarLess

Job SummaryA 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 Responsibilities1. Sales & Business DevelopmentIdentify 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 ManagementUnderstand 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 GenerationConduct 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 & ComplianceAssist 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 TeamsWork 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 JobPlease go through the below FAQs to get all answers related to the given Banking Sales Executive jobWhat are the job requirements to apply for this Banking Sales Executive job position?

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B.Com, BA, BBA/BBM