Sales Executive

Sharaf DG


Date: 2 weeks ago
City: Remote
Contract type: Full time
Remote
Job Description:

  • Sell banking products such as credit cards.
  • Achieve assigned monthly sales targets and business goals
  • Generate leads through field sales, referrals, and direct customer engagement
  • Explain product features, eligibility, benefits, and terms to customers
  • Assist customers with application submission and documentation (KYC compliance)
  • Ensure accurate verification of customer documents as per bank requirements
  • Follow up with customers on application status and approvals
  • Maintain strong customer relationships for repeat business and referrals.
  • Maintain daily sales reports, customer records, and activity updates
  • Coordinate with internal teams for smooth processing and onboarding
  • Ensure compliance with banking policies, regulations, and data confidentiality standards
  • Participate in sales campaigns, promotions, and outdoor marketing activities
  • Stay updated on banking products, offers, and competitor activities
  • Handle customer queries and provide timely resolutions
  • Work towards achieving both sales volume and quality targets.

Preferred Experience

  • 1–3 years in banking sales, financial services, credit cards, or direct sales

Qualification:

Bachelor’s Degree in Business, Finance, Marketing, or related field preferred.

Skills & Abilities:

  • Experience in selling banking products.
  • Good knowledge of banking products, features, and eligibility criteria.
  • Excellent communication and interpersonal skills
  • Strong negotiation and convincing abilities
  • Knowledge of KYC and basic banking compliance requirements
  • Ability to handle customer queries and objections
  • Strong follow-up and pipeline management skills
  • Ability to achieve monthly sales targets
  • MS Office and basic CRM usage knowledge
  • Ability to work under pressure and meet deadlines
  • Fluency in English; additional languages is an advantage
  • Professional attitude and customer-focused approach

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