Banking Product Specialist

5 days ago


Navi Mumbai, Maharashtra, India beBeeCustomer Full time ₹ 15,000 - ₹ 25,000
Job Description:

The role of Banking Sales Executive involves driving the acquisition of banking products and services through direct and telephonic engagement with customers.

Key responsibilities include generating leads, explaining banking products, achieving sales targets, building customer relationships, and assisting with documentation and application processes.

  • Generate leads through cold calling, referrals, and walk-ins to identify potential customers for banking products and services.
  • Explain banking products such as savings accounts, credit cards, loans, and insurance to customers in a clear and concise manner.
  • Achieve assigned sales and revenue targets by identifying and pursuing new business opportunities.
  • Build and maintain strong customer relationships for long-term engagement and loyalty.
  • Provide timely updates to the sales manager on progress and pipeline.


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