Field Sales Executive

Axis Bank; Navi Mumbai, Mumbai; On-site; INR 350,000 - 650,000; Full time

Job summary

Axis Bank is seeking an Officer Sales in Navi Mumbai. The role focuses on acquiring new customers and selling banking and investment products to meet customer needs. You will reach out to customers daily and may travel to branches as required.

The position involves handling customer queries to ensure satisfaction, achieving prescribed sales targets each month, and maintaining CRM records in a fast-paced retail banking environment.

Qualifications

• Graduate with 0–2 years experience (Officer Sales-2) or <1 year (Officer Sales-1).
• Strong communication in English and local language.

Responsibilities

• Identify sales opportunities by acquiring new customers and building relationships.
• Manage business relations to deepen existing relationships.
• Achieve monthly sales targets as per Grade Matrix.
• Record and track all engagements through the CRM system.
• Comply with KYC/SEBI rules and regulations.

Job description

About Liability Sales

• The Liability Sales department focuses on the liability acquisition, assets and retail forex business for the bank.
• The department drives business from branches across India and is responsible for sourcing of retail and corporate deposits, salary and non-salary accounts, trust accounts and forex Business with a view to increase the retail book of the bank.

About the Role

• Officer Sales are a part of the Bank's front-line sales force whose primary responsibility is to get new customers for the bank and explore new business opportunities.
• Officer Sales are responsible for selling banking and investment products and services to customers based on their needs.
• They are also responsible for handling customer queries to ensure customer satisfaction. This is a pure sales job and involves daily customer reach-outs & travelling.

Key Responsibilities

• Identify sales opportunities for both the Bank and third-party products by acquiring new customers and building new relationships.
• Manage business relations with existing customers to increase the depth of existing relationships.
• Achieve sales targets as assigned by the organization monthly as per Grade Matrix (BDE, Officer and AM Sales)
• Record and track all engagement activities through the CRM system.
• Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry

Qualifications

Optimal qualification for success on the job is depends on Grade offer to:

• Officer Sales-2 : Graduate with more than 1 year of experience (upto 2 years)
• Officer Sales-1 : Graduate with less than 1 year of experience

Role Proficiencies:

For successful execution of the job, the candidate should possess the following:

• Good communication (both verbal and written) skill in both English and the local language.
• Excellent lead generation and conversion skill
• Ability to handle pressure and meet deadlines.
• Ability to work successfully as a part of a team.
• High sales orientation to meet the sales targets consistently.