Retail Banking Sales Executive

2 days ago


Rampur Bareilly, India beBeeRelationship Full time ₹ 6,00,000 - ₹ 12,00,000
Job Title: Retail Banking Sales Executive

Attract and retain a portfolio of high net worth individuals (HNI) and classic banking customers by providing exceptional service, deep engagement, and strong relationship management.

Drive sales growth by cross-selling banking products including current accounts, life insurance, general insurance, demat accounts, and investment products.

  • Grow your customer base through branch walk-ins, referrals, and outbound activities.
  • Ensure seamless customer onboarding and integration into our classic portfolio services.
  • Conduct regular portfolio reviews to proactively offer solutions based on customer needs and market opportunities.
Required Skills and Qualifications
  • Minimum 3 years' experience in retail branch banking sales with a proven track record of meeting or exceeding sales targets.
  • Strong knowledge of banking products and services, particularly in the HNI and classic portfolio segment.
  • Excellent interpersonal and communication skills with a customer-centric approach.


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