Sales Executive

Roles & Responsibilities

Generate new leads through direct sales, references, field visits, and other channels.

Identify potential customers and understand their financial requirements.

Promote and sell banking products

Achieve assigned monthly sales targets and business goals.

Maintain regular follow-ups with prospective and existing customers.

Explain product features, eligibility criteria, interest rates, and documentation requirements to customers.

Collect and verify customer documents and coordinate with the credit/operations team for loan processing.

Maintain strong relationships with customers and ensure a positive customer experience.

Generate business through referrals and develop a strong customer network.

Key Skills

Good communication and interpersonal skills.

Strong sales and negotiation skills.

Customer-focused approach.

Ability to achieve targets under pressure.

Good follow-up and relationship-management skills.

Willingness to work in the field and generate business.

Prior experience in banking, NBFC, or financial services sales is preferred.