Qualification - Graduation Role Description This is a full-time, in office Sales Officer role based in Bhopal.

The Sales

Officer is responsible for generating new business by identifying prospective customers, explaining banking products and services, and converting leads into successful accounts or sales. Daily activities include meeting clients, managing customer queries, supporting branch sales operations, and coordinating with internal teams and channel partners to achieve sales targets. The role involves maintaining strong customer relationships, ensuring high service quality, and adhering to all regulatory and internal compliance guidelines.

The Sales

Officer is expected to maintain accurate records of sales activities, provide regular reports to supervisors, and actively participate in local marketing or outreach ini tiatives.

Qualifications





Candidates should possess strong Customer Service and Communication skills to engage with clients professionally and handle queries effectively.

Candidates should possess Lead Generation and Sales Operations skills to identify prospects, manage pipelines, and support the end-to-end sales process.

Candidates should possess Channel Sales skills to collaborate with partner networks and leverage external channels for business growth.

Additional beneficial skills include basic knowledge of retail banking products, negotiation abilities, and proficiency with MS Office and CRM tools.

Relevant qualifications such as a bachelor’s degree in business, finance, or a related field, along with prior experience in banking or financial services sales, are preferred.

Candidates should demonstrate goal-oriented work habits, integrity, and the ability to work in a rapid-paced, target-driven workplace.

📌 Sales Officer Bhopal
🏢 Kotak Mahindra Bank
📍 Bhopal