Sales Executive - Banking and Financial Services

ecH-aaR Manpower Solutions; Mysuru; On-site; INR 240,000 - 360,000; Full time

Job summary

ecH-aaR Manpower Solutions is seeking a motivated Sales Executive in Karnataka to promote and sell a range of banking and financial services, including demat accounts, CASA, home loans, and mortgage loans. The role emphasizes direct sales and building client relationships to tailor financial solutions.

Ideal candidates will have strong communication, a proven sales track record, and the ability to work independently in a fast-paced environment while contributing to team targets and CRM updates.

Qualifications

• Strong knowledge of banking and financial products.
• Excellent communication and interpersonal skills.
• Proven track record in direct sales and achieving targets.
• Able to work independently in a fast-paced environment.

Responsibilities

• Actively engage with potential clients to promote financial products.
• Develop and maintain strong client relationships for retention.
• Conduct market research to identify new sales opportunities.
• Collaborate with the sales team to meet monthly/quarterly targets.
• Provide clients with pricing and terms to aid decisions.
• Prepare and deliver presentations highlighting product benefits.
• Maintain accurate records of sales activities in CRM.

Skills

Banking & financial products

Excellent communication

Direct sales

Team collaboration

Analytical problem-solving

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.

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.