A Bank Sales Executive promotes banking products and services to individuals and businesses, building relationships, assessing needs, and achieving sales targets. They are responsible for generating leads, managing customer accounts, providing excellent customer service, and understanding customer financial needs.
Key Responsibilities:
Lead Generation: Identifying potential customers and generating leads.
Customer Relationship Management: Building and maintaining relationships with existing and potential customers.
Sales: Selling a range of financial products and services, including savings accounts, current accounts, term deposits, credit cards, and other investments.
Needs Assessment: Understanding customer financial needs and providing tailored solutions.
Compliance: Ensuring adherence to legal and regulatory requirements.
Achieving Targets: Meeting and exceeding individual and team sales targets.
Product Knowledge: Staying updated on current banking policies, regulations, and trends.