Banking Sales Executive Jobs Opening in Talent Seekers at Andheri East, Borivali East, Chembur, Mumbai
Job Description
Job Overview
A Banking Sales Executive is responsible for promoting and selling banking products and services such as savings accounts, fixed deposits, credit cards, loans, and investment solutions to existing and prospective customers. This role involves building relationships, generating leads, providing financial guidance, and achieving sales targets.
The ideal candidate should have excellent communication, persuasion, and customer service skills, along with a strong understanding of banking products and financial services. This role is suitable for freshers as well as experienced professionals looking to build a career in the banking and financial sector.
Key Responsibilities
1. Product Promotion & Sales
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Promote and sell a wide range of banking products including savings accounts, current accounts, fixed deposits, loans, credit cards, and investment plans.
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Explain product features, benefits, terms, and conditions clearly to customers.
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Assist customers in selecting products that suit their financial needs and goals.
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Maintain a strong sales pipeline to meet monthly and quarterly sales targets.
2. Lead Generation & Client Acquisition
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Identify prospective clients through referrals, walk-ins, database leads, or field visits.
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Conduct outbound calls and in-person visits to generate new business opportunities.
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Maintain accurate records of leads and client interactions in CRM or lead management systems.
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Follow up with leads to convert them into active clients efficiently.
3. Customer Relationship Management
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Build and maintain long-term relationships with customers for repeat business and referrals.
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Provide personalized financial advice and support to meet client requirements.
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Address customer queries, complaints, and concerns professionally and promptly.
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Assist clients with account opening, loan applications, and document submission.
4. Achieving Sales Targets
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Meet or exceed daily, weekly, monthly, and quarterly sales targets.
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Track and report on sales performance, conversion rates, and revenue generated.
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Develop personal strategies to improve conversion rates and sales efficiency.
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Participate in sales meetings, campaigns, and promotions organized by the branch or bank.
5. Documentation & Compliance
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Ensure all customer documentation is accurate, complete, and compliant with banking regulations.
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Maintain proper records of client applications, transactions, and approvals.
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Follow internal banking procedures, KYC guidelines, and regulatory compliance for all transactions.
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Prepare daily, weekly, and monthly reports for management review.
6. Collaboration & Coordination
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Coordinate with branch managers, relationship managers, and operations teams to ensure smooth service delivery.
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Share customer feedback with product and marketing teams to enhance banking products and services.
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Work with internal teams to resolve customer complaints, transaction issues, or product queries.
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Participate in team initiatives, sales campaigns, and promotional events.
Required Skills and Competencies
Technical Skills
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Knowledge of banking products, financial services, and investment solutions.
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Familiarity with CRM software, banking applications, and MS Office.
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Basic understanding of KYC, AML, and banking compliance regulations.
Core Competencies
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Excellent Communication Skills: Ability to explain financial products clearly.
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Persuasion & Negotiation: Convince clients to choose suitable banking products.
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Customer-Centric Mindset: Focus on providing solutions that meet customer needs.
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Analytical Skills: Assess customer requirements and recommend appropriate products.
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Time Management: Prioritize leads, client interactions, and sales activities efficiently.
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Target-Driven: Consistently meet or exceed assigned sales goals.
More information about this Banking Sales Executive Job
Please go through the below FAQs to get all answers related to the given Banking Sales Executive job
- What are the job requirements to apply for this Banking Sales Executive job position?
- Ans: A candidate must have a minimum of fresher as an Banking Sales Executive
- What is the qualification for this job?
- Ans: The candidate can be a Graduate from any of the following: B.Com, BA, BBA/BBM, BSc, BBS
- 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.
- This Banking Sales Executive is a work from home job?
- Ans: No ,its not a Work from Home Job.
- How many job vacancies are opening for the Banking Sales Executive position?
- Ans: There are immediate 1 job openings for Banking Sales Executive in our Organisation.
Job Particulars
About Company
Mumbai 
Freshers 
Salary not disclosed 
B.Com(Marketing, Retail Operations, Service Industry Management), BA(Bank Management)
Mumbai
Freshers
Salary not disclosed
B.Com, BA
Mumbai
Freshers
Salary not disclosed
BBA/BBM
Mumbai
Freshers
Salary not disclosed
B.Com
Mumbai, Mumbai Suburbs, Mumbai Suburban
0 to 2 Years
Salary not disclosed
12th Pass (HSE)
Mumbai
Freshers
Salary not disclosed
12th Pass (HSE)
Mumbai
0 to 0.6 Years
Salary not disclosed
Certificate Course (ITI), B.Com, BA, BBA/BBM, BMS
Mumbai
0 to 0.6 Years
Salary not disclosed
Certificate Course (ITI), 10th Pass (SSC), 12th Pass (HSE)
Mumbai
3+ Years
Salary not disclosed
BA
Delhi, Mumbai, Pune
0 to 1.5 Years
Salary not disclosed
B.Arch, B.Com, B.Pharm, BA, BBA/BBM, BCA, BDS, BE/B.Tech, BEd, BHM, BSc, BVSc, CA, CS, ICWA, LLB, MBBS, B.Design, B.FashionTech, BFA, BAMS, BHMS, B.P.Ed, B.F.Sc(Fisheries), BSW, BACHELOR OF MUSIC, BBS, BFA, BLT, BNYS, BPT, BUMS, DA, DFM (FORENSIC), DM, DOMS (OPTHOLMOLOGY), ANM, B PEd, B Plan, B Voc, BCJ, BHA, BBT, BLS, BNg, BPA, BPH, BTA, BTH, BTTM, BVA, BVSc and AH, D Ed, D Pharma, BFT, BMS, Other Graduate
Mumbai, Mumbai Suburbs, Mumbai Suburban
0 to 2 Years
Salary not disclosed
12th Pass (HSE)
Mumbai
Freshers
Salary not disclosed
12th Pass (HSE)
Mumbai
0 to 2.5 Years
Salary not disclosed
12th Pass (HSE)
Mumbai
0.6 to 2.5 Years
Salary not disclosed
12th Pass (HSE)
Mumbai, Mumbai Suburbs, Mumbai Suburban
Freshers
Salary not disclosed
BBA/BBM
Delhi, Gurgaon, Mumbai
Freshers
Salary not disclosed
B.Com, BA, BCA, BHM
Mumbai
1 to 3 Years
Salary not disclosed
B.Com, BBA/BBM, BE/B.Tech
Mumbai
1 to 2 Years
Salary not disclosed
Diploma(Electrical Engineering, Electronics & Communication, Industrial Engineering), B.Com(Marketing), BBA/BBM
Mumbai
0.6 to 1 Years
Salary not disclosed
B.Com, BA, BBA/BBM, 12th Pass (HSE), Other Graduate(Other Graduate)
Mumbai
0.6 to 2 Years
Salary not disclosed
B.Arch, B.Com, B.Pharm, BA, BBA/BBM, BCA, BDS, BE/B.Tech, BSc 
