Sales Executive - Banking and Financial Services

ecH-aaR Manpower Solutions; Mysuru; On-site; INR 300,000 - 600,000; Full time

Job summary

ecH-aaR Manpower Solutions seeks a motivated Sales Executive to join our Banking and Financial Services team in Karnataka. You will promote demat accounts, CASA, home loans, and mortgage loans, focusing on direct sales and client relationships to tailor financial solutions.

You will identify opportunities through market research, hit monthly and quarterly targets, and maintain CRM records while delivering clear product information and proposals to clients.

Qualifications

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

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 product knowledge

Demat accounts

Customer engagement

Sales targets

Communication skills

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.