banking sales officer

3 days ago


Coimbatore, Tamil Nadu, India Akhilaa Steels Pvt Ltd Full time ₹ 1,80,000 - ₹ 3,00,000 per year

Key Responsibilities:1. Customer Acquisition & Sales

  • Identify potential customers and generate leads for banking products (Savings Accounts, Current Accounts, Loans, Credit Cards, Insurance, etc.).
  • Meet and exceed monthly sales and cross-selling targets.
  • Conduct field visits, presentations, and follow-ups with clients.

  • Customer Relationship Management

  • Build and maintain long-term relationships with existing and new clients.

  • Provide quality customer service and resolve customer queries efficiently.
  • Ensure customer satisfaction and retention through regular interaction.

  • Product Promotion

  • Educate customers about bank products, digital banking services, and investment options.

  • Participate in marketing and promotional activities organized by the bank.

  • Documentation & Compliance

  • Complete KYC (Know Your Customer) and account opening documentation accurately.

  • Ensure compliance with bank policies and RBI guidelines.
  • Maintain accurate sales reports and daily activity logs.

Skills & Competencies:

  • Strong communication and interpersonal skills.
  • Good sales and negotiation ability.
  • Basic knowledge of banking products and financial terms.
  • Target-oriented and self-motivated.
  • Proficiency in MS Office and digital banking tools
  • Qualification & Experience:
  • Bachelor's degree (preferably in Commerce, Finance, or Business Administration).
  • 0–3 years of experience in banking or financial product sales (freshers may also apply).
  • Local language proficiency is an advantage.

Compensation & Benefits:

  • Fixed salary + performance-based incentives.
  • Medical and insurance benefits as per bank policy.
  • Career growth opportunities through internal promotions and training.

Job Types: Full-time, Fresher

Pay: ₹15, ₹25,000.00 per month

Work Location: In person


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