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Sales Officer Jobs Opening in Leading Private Bank at Banashankari, Jayanagar, Shanti Nagar, Bangalore

hot-job HOT JOB

Sales Officer

Leading Private Bank
experience-icon 0 Years
salary-icon 15000 - 20000 Monthly
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Posted: 14 Jul 25

Job Description

  • Acquire new Current and Savings Account (CASA) clients.
  • Meet and exceed monthly and quarterly sales targets.
  • Develop and maintain relationships with customers to understand their banking needs.
  • Conduct market research to identify potential clients and sales opportunities.
  • Utilize a deep understanding of the bank's products and services to cross-sell and up-sell.
  • Work collaboratively with other team members to achieve organizational goals.
  • Prepare regular reports and updates on sales activities and customer feedback.

Key Responsibilities:

1. Customer Acquisition

  • Identify and approach potential customers for new account openings and product enrollment.

  • Generate leads through cold calling, field visits, referrals, and networking.

  • Meet daily, weekly, and monthly sales targets for customer acquisition and product sales.

  • Explain product features, benefits, and banking processes to prospective customers clearly and professionally.

2. Sales of Banking Products

  • Promote and sell core banking products such as:

    • Savings and Current Accounts

    • Fixed Deposits and Recurring Deposits

    • Personal Loans, Home Loans, and Vehicle Loans

    • Credit Cards and Debit Cards

    • Bancassurance (life, health, and general insurance)

  • Cross-sell other value-added services based on customer needs.

  • Ensure product suitability and maintain high levels of customer satisfaction.

3. Relationship Management

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

  • Follow up with customers to ensure ongoing satisfaction and identify upselling or cross-selling opportunities.

  • Provide prompt support in resolving customer queries and issues.

4. Documentation and Compliance

  • Ensure accurate and complete documentation for all new account openings and transactions.

  • Follow KYC (Know Your Customer), AML (Anti Money Laundering), and other compliance guidelines strictly.

  • Coordinate with internal departments (operations, legal, risk, etc.) to ensure timely processing of applications and disbursements.

5. Reporting and Target Monitoring

  • Maintain daily call logs, lead conversion reports, and customer interaction data.

  • Submit daily, weekly, and monthly performance reports to the reporting manager.

  • Analyze personal performance against targets and take corrective measures as needed.

6. Market Intelligence

  • Keep updated on competitor products, market trends, and local customer needs.

  • Share market feedback with branch and product teams to enhance offerings and strategies.

Required Skills and Attributes:

  • Strong selling and negotiation skills

  • Excellent verbal and written communication

  • High energy level and confidence in field sales

  • Customer-centric attitude and ability to handle queries patiently

  • Good knowledge of banking products and financial services (training will be provided if fresher)

  • Time management and self-motivation to achieve performance goals

  • Basic computer knowledge (MS Excel, email, CRM tools)


More information about this Sales Officer Job

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

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

  2. 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

  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 Sales Officer is a work from home job?
    • Ans: No ,its not a Work from Home Job.

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

Job Particulars

Education B.Com, BA, BBA/BBM, BSc
Who can apply Freshers
Hiring Process Written-test, Face to Face Interview, Virtual Interview
Employment TypeFull Time
Job Id2714581
Job Category BSc/BCA/BBM
Locality Address Banashankari , Jayanagar , Shanti Nagar , Vijaya Nagar, Whitefield
Country India

About Company

Leading Private Bank which has multiple branches accross india
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