Sales Executive - Banking and Financial Services

ecH-aaR Manpower Solutions; Ballari District; On-site; INR 350,000 - 550,000; Full time

Job summary

Shine.com is seeking a motivated Sales Executive in Karnataka to promote banking and financial services products including demat accounts, CASA, home loans, and mortgage loans. The role emphasizes direct sales and building client relationships to understand needs and tailor solutions.

The candidate will engage with clients, develop relationships for satisfaction and retention, and work with the sales team to meet monthly and quarterly targets while maintaining CRM records.

Qualifications

• Promote and sell banking and financial products to clients.
• Build and sustain client relationships and meet targets.
• Conduct market research to identify sales opportunities.
• Present product features, pricing, and terms clearly.
• Maintain CRM records of activities and interactions.

Responsibilities

• Actively engage with potential clients to promote financial products and services, including demat accounts, CASA, home loans, and mortgage loans.
• Develop and maintain strong relationships with clients to ensure customer satisfaction and retention.
• Conduct market research to identify new sales opportunities and stay updated on industry trends.
• Collaborate with the sales team to achieve monthly and quarterly sales targets.
• Provide clients with detailed information about products, pricing, and terms to facilitate informed decision-making.
• Prepare and deliver presentations to clients, showcasing the benefits of our financial products.
• Maintain accurate records of sales activities and client interactions in the CRM system.

Skills

Banking products

Demat accounts

CASA products

Home loans

Mortgage loans

Sales targets

Communication

Client relations

Tools

CRM software

Job description

We are seeking a motivated and results-driven Sales Executive to join our team in Karnataka, specializing in Banking and Financial Services. The ideal candidate will be responsible for promoting and selling a range of financial products, including demat accounts, CASA (Current Account and Savings Account), home loans, and mortgage loans. This role requires a strong focus on direct sales and the ability to build relationships with clients to understand their financial needs and provide tailored solutions. This job is provided by Shine.com

Key Responsibilities:

• Actively engage with potential clients to promote financial products and services, including demat accounts, CASA, home loans, and mortgage loans.
• Develop and maintain strong relationships with clients to ensure customer satisfaction and retention.
• Conduct market research to identify new sales opportunities and stay updated on industry trends.
• Collaborate with the sales team to achieve monthly and quarterly sales targets.
• Provide clients with detailed information about products, pricing, and terms to facilitate informed decision-making.
• Prepare and deliver presentations to clients, showcasing the benefits of our financial products.
• Maintain accurate records of sales activities and client interactions in the CRM system.

Required Skills:

• Strong knowledge of banking and financial products, particularly demat accounts, CASA, home loans, and mortgage loans.
• Excellent communication and interpersonal skills to effectively engage with clients.
• Proven track record in direct sales and achieving sales targets.
• Ability to work independently and as part of a team in a fast-paced environment.
• Strong analytical and problem-solving skills to assess client needs and provide appropriate solutions.

If you are passionate about sales and have a keen interest in the banking and financial services sector, we encourage you to apply for this exciting opportunity. Join us in helping clients achieve their financial goals while advancing your career in a dynamic and rewarding environment.