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Bank Sales Executive Jobs Opening in Source-right at Mumbai-Others, Mumbai

Bank Sales Executive

Source-right
experience-icon 0 Years
salary-icon 20000 Monthly
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Posted: 04 Jul 25

Job Description

We are looking candidate for an ideal candidate

Yes Bank sales versant 3

Ycop / CVM / RL 

HSC freshers 

Fixed day shift 9:30 to 9:30

Sunday fixed off 

Work location : Airoli (Mumbai), 

Notice period : Immediate to 15 days.

Interested candidate can apply 

Key Responsibilities:

  1. Sales and Business Development:

    • Actively promote and sell a wide range of banking products such as savings accounts, current accounts, fixed deposits, credit cards, personal loans, home loans, and insurance.

    • Identify and pursue new sales opportunities through field visits, cold calls, referrals, and lead generation.

    • Meet or exceed assigned monthly and quarterly sales targets.

  2. Customer Relationship Management:

    • Develop and maintain strong relationships with existing and prospective customers.

    • Understand the financial needs of customers and recommend appropriate banking solutions.

    • Handle customer inquiries professionally, provide accurate information, and resolve issues promptly.

  3. Cross-Selling and Upselling:

    • Maximize revenue generation by cross-selling and upselling bank products to both new and existing customers.

    • Encourage the use of digital banking platforms and value-added services.

  4. Market Research and Analysis:

    • Stay updated on competitor offerings, market trends, and customer preferences.

    • Provide feedback to management on product enhancements, customer needs, and service improvements.

  5. Documentation and Compliance:

    • Ensure all customer onboarding and account opening procedures comply with internal policies and regulatory standards (e.g., KYC, AML).

    • Accurately complete all paperwork and ensure timely submission of required documents.

    • Maintain confidentiality of customer data and adhere to ethical sales practices.

  6. Reporting and Communication:

    • Maintain records of customer interactions, sales activities, and progress toward sales goals.

    • Prepare and submit daily, weekly, and monthly sales reports to the sales manager.

    • Participate in sales meetings, training programs, and team briefings.

  7. Team Collaboration:

    • Work closely with branch staff, loan officers, and back-office support to ensure smooth service delivery.

    • Contribute to a positive team environment and share best practices with colleagues.


More information about this Bank Sales Executive Job

Please go through the below FAQs to get all answers related to the given Bank Sales Executive job

  1. What are the job requirements to apply for this Bank Sales Executive job position?
    • Ans: A candidate must have a minimum of fresher as an Bank Sales Executive

  2. What is the qualification for this job?
    • Ans: The candidate can be a Graduate from any of the following: 12th Pass (HSE)

  3. What is the hiring Process of this job?
    • Ans: The hiring process all depends on the company. Normally for an entry level, hiring the candidate has to go for Aptitude, GD (If they look for communication),Technical test and face to face interviews.

  4. This Bank Sales Executive is a work from home job?
    • Ans: No ,its not a Work from Home Job.

  5. How many job vacancies are opening for the Bank Sales Executive position?
    • Ans: There are immediate 1 job openings for Bank Sales Executive in our Organisation.

Job Particulars

Education 12th Pass (HSE)
Who can apply Freshers
Hiring Process Face to Face Interview, Telephonic Interview, Virtual Interview
Employment TypeFull Time
Job Id2707893
Locality Address Mumbai-Others
Country India

About Company

Source-right
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