Banking Sales & Operations Executive

Department: Retail Banking & Customer Acquisition

Reports To: Sales Manager / Operations Lead

Job Summary

Banking Sales & Operations Executive drives revenue growth and expands the bank's customer base. This hybrid role is responsible for selling financial products (credit cards, debit cards, and personal/retail loans) while seamlessly managing the end-to-end account opening process for new clients.

Key Responsibilities

- Product Sales: Pitch, promote, and sell banking products—including credit cards, premium debit cards, and retail loan products (personal, auto, or home loans)—to recent and existing customers.
- Target Achievement: Meet or exceed weekly and monthly targets for account acquisition, card issuance, and loan volume disbursement.

Required Qualifications & Skills





- Education: Bachelor’s degree in Business, Marketing, Finance, Commerce, or a related field.
- Experience: 1–3 years of proven experience in financial sales, banking product sales, or retail banking operations.
- Sales Acumen: Strong negotiation, persuasion, and relationship-building skills with a track record of meeting targets.
- Compliance Knowledge: Basic understanding of banking regulations, KYC norms, Anti-Money Laundering (AML) policies, and credit scoring guidelines.
- Soft Skills: Excellent verbal communication, active listening, and a customer-centric attitude.

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