Banking Sales Executive

ecH-aaR Manpower Solutions; Tumakuru; On-site; INR 200,000 - 350,000; Full time

Job summary

ecH-aaR Manpower Solutions is seeking a motivated Banking Sales Executive to join our team in Karnataka or Tamil Nadu. The role focuses on selling banking products including CASA and demat accounts, with emphasis on KYC and documentation.

You will engage with customers to understand banking needs, assist with account openings, and maintain accurate records. A background in back office operations or broking services is a plus; excellent communication and a customer‑centric approach are essential.

Qualifications

• Experience in banking sales with knowledge of CASA and demat products.
• Familiarity with KYC regulations and documentation requirements.
• Ability to handle account opening procedures and regulatory standards.
• Strong communication and customer-centric approach.

Responsibilities

• Drive sales of banking products (CASA, demat accounts).
• Engage with customers to understand banking needs and provide information on products.
• Assist with account opening and ensure regulatory compliance.
• Maintain accurate records and documentation related to accounts and transactions.
• Collaborate with back office and related teams; knowledge of broking services is a plus.

Skills

Customer focus

Strong communication

KYC knowledge

Documentation

Team player

Job description

We are seeking a motivated and detail-oriented Banking Sales Executive to join our team in Karnataka or Tamil Nadu. The ideal candidate will be responsible for driving sales in various banking products, including CASA (Current Account and Savings Account) and demat accounts. This role requires a strong understanding of banking sales processes, KYC (Know Your Customer) regulations, and documentation requirements. As a Banking Sales Executive, you will play a crucial role in account opening procedures and ensuring compliance with regulatory standards. Key responsibilities include engaging with customers to understand their banking needs, providing information on products and services, and assisting with the account opening process. You will also be responsible for maintaining accurate records and documentation related to customer accounts and transactions. The successful candidate will possess excellent communication skills, a customer-centric approach, and the ability to work collaboratively in a team environment. Familiarity with back office operations and broking services will be an added advantage. If you are passionate about banking sales and eager to contribute to our growth, we encourage you to apply for this exciting opportunity.