Bank Sales Executive

2 days ago

Mumbai, Maharashtra, India Peak Performance Advisors (OPS) PVTLTD Full time ₹ 1,80,000 - ₹ 3,60,000 per year

Job Description: Bank Sales Executive

Position Overview

We are seeking a dynamic and confident Bank Sales Executive to join our team in Mumbai. The ideal candidate will be a motivated sales professional with banking experience and excellent communication skills to drive customer acquisition and achieve sales targets.

Location

Mumbai, Maharashtra

Salary Range

₹15,000 - ₹20,000 per month

Key Requirements

Education

  • BCOM Mandatory

Experience

  • Minimum 6 months to 1 year of banking experience
  • Prior experience in sales or customer-facing roles preferred

Skills & Attributes

  • Excellent Communication Skills: Fluent English speaking and writing abilities
  • Confident & Bold Personality: Ability to approach potential customers and present banking products with confidence
  • Strong interpersonal and relationship-building skills
  • Goal-oriented with a results-driven mindset
  • Ability to work under pressure and meet sales targets

Key Responsibilities

Sales & Business Development

  • Identify and approach potential customers for various banking products
  • Achieve monthly and quarterly sales targets
  • Generate leads through cold calling, referrals, and field visits
  • Cross-sell and up-sell banking products to existing customers

Customer Service

  • Provide product information and guidance to customers
  • Assist customers with account opening processes
  • Maintain strong customer relationships and ensure customer satisfaction
  • Handle customer queries and resolve concerns promptly

Documentation & Reporting

  • Maintain accurate records of customer interactions and sales activities
  • Prepare daily and weekly sales reports
  • Ensure compliance with banking regulations and internal policies
  • Complete all required documentation accurately and timely

Qualifications

Educational Requirements

  • Graduate in any discipline
  • Additional certification in banking or finance preferred

Personal Qualities

  • Professional appearance and demeanor
  • Strong work ethics and integrity
  • Ability to work independently and as part of a team
  • Flexibility to work in different locations within Mumbai as required

Job Types: Full-time, Permanent

Pay: ₹15, ₹20,000.00 per month

Work Location: In person

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