Walk-in | Field Sales Executive

Utkarsh Small Finance Bank; Faridabad District; Presencial; INR 260.000 - 380.000; Jornada completa

Descripción de la vacante

Utkarsh Small Finance Bank in Faridabad invites applications for a Walk-in Drive for Field Sales Executive - Retail Branch Banking (Liabilities). Freshers and candidates with up to 3 years of experience in sales or banking are welcome.

The role focuses on acquiring savings and current accounts, deposits, and liability products through field sales, area mapping, KYC compliance, and building relationships with individuals and SMEs.

Formación

• Graduate or postgraduate in any discipline.
• Freshers or candidates with up to 3 years in sales or banking can apply.
• Strong communication, convincing and interpersonal skills.
• Willingness to travel locally for field sales activities.
• Knowledge of CASA/Liability products is an advantage.

Responsabilidades

• Generate new business by acquiring customers for liability products.
• Conduct field sales activities, area mapping and lead generation.
• Build and maintain relationships with individuals, SMEs, and corporate clients.
• Promote banking products through direct sales, referrals, and local marketing.
• Achieve monthly sales targets and productivity benchmarks.
• Ensure KYC documents are collected and verified for account opening.
• Coordinate with branch teams for smooth onboarding and servicing.
• Cross-sell relevant banking products to existing and new customers.
• Maintain daily sales reports and update lead status.
• Adhere to bank policies, compliance standards, and regulatory guidelines.

Conocimientos

Field Sales

CASA Sales

Liability Sales

Banking Sales

Customer Acquisition

Lead Gen

Direct Sales

Relationship Mgmt

Cross Selling

Retail Banking

CRM

Market Mapping

Sales Targets

Educación

Graduate / Post Graduate

Herramientas

CRM Systems

Descripción del empleo

Walk-in Drive for Field Sales Executive - Retail Branch Banking (Liabilities)

Location: Faridabad

Experience: 0-3 Years

Role & responsibilities

• Generate new business by acquiring customers for Savings Accounts, Current Accounts, Salary Accounts, Fixed Deposits, and other liability products.
• Conduct field sales activities, area mapping, and lead generation to identify potential customers.
• Build and maintain relationships with individuals, SMEs, shop owners, and corporate clients.
• Promote banking products and services through direct sales, referrals, and local marketing activities.
• Achieve assigned monthly sales targets and productivity benchmarks.
• Ensure proper collection and verification of KYC documents for account opening.
• Coordinate with branch teams for smooth onboarding and customer servicing.
• Cross-sell relevant banking products to existing and new customers.
• Maintain daily sales reports and update lead status in a timely manner.
• Adhere to all bank policies, compliance standards, and regulatory guidelines.

Preferred Candidate Profile

• Graduate/Post Graduate in any discipline.
• Freshers as well as candidates with up to 3 years of experience in Sales, Banking, NBFC, Insurance, Telecom, or FMCG can apply.
• Strong communication, convincing, and interpersonal skills.
• Passion for field sales and customer acquisition.
• Self-motivated, target-oriented, and result-driven approach.
• Ability to build relationships and generate business through networking.
• Willingness to travel locally for field sales activities.
• Knowledge of CASA/Liability products will be an added advantage.

Key Skills

Field Sales, CASA Sales, Liability Sales, Banking Sales, Customer Acquisition, Current Account, Savings Account, Lead Generation, Direct Sales, Relationship Management, Cross Selling, Retail Banking, Customer Relationship Management (CRM), Market Mapping, Sales Targets.