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Job Summary:
The Senior Sales Executive is responsible for acquiring
and managing customers for credit cards and other banking products. This role
involves lead generation, direct sales, customer relationship management, and
mentoring junior sales staff to drive business growth.
Key Responsibilities:
â Sales & Business
Development:
Promote and sell credit cards, personal loans, and other
banking products to individual and business customers.
Identify and approach high-potential clients through
various sales channels, including field sales, referrals, and networking.
Conduct in-depth financial assessments to recommend
suitable banking products.
Achieve and exceed assigned sales targets and key
performance indicators (KPIs).
â Lead Generation & Pipeline
Management:
Develop and maintain a steady pipeline of potential
customers through networking, referrals, and market research.
Follow up with leads, schedule appointments, and conduct
face-to-face meetings.
Utilize CRM tools to track sales progress and update
customer information.
â Customer Relationship
Management:
Build and maintain strong relationships with customers to
enhance loyalty and retention.
Provide exceptional after-sales support and address
customer inquiries or concerns.
Offer financial guidance to customers on responsible
credit usage and banking solutions.
â Mentoring & Team
Collaboration:
Guide and support junior sales executives in achieving their
targets.
Share best practices, sales techniques, and market
insights with team members.
Collaborate with internal teams such as marketing and
customer support to enhance sales efforts.
â Compliance & Documentation:
Ensure all sales activities adhere to bank policies,
regulatory requirements, and ethical standards.
Accurately collect and verify customer documents for
processing.
Maintain proper records of sales transactions and
customer interactions.
â Market Awareness &
Competitor Analysis:
Stay updated on banking products, services, and industry
trends.
Monitor competitor offerings and provide insights to
improve sales strategies.
Qualifications & Skills:
You'll no longer be considered for this role and your application will be removed from the employer's inbox.