Job 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, ...