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Join the team as a Full Time Relationship Manager on Erekrut, specializing in Phone Banking Officer in the Banking & Financial Services industry. We are seeking talented individuals with a passion for BFSI Processing and educational qualifications ranging from Freshers (0-1) Years. Apply now on Erekrut to take the next step in your career with a leading global company.

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Job Title: Banking Sales Executive

Location: Bangalore

Job Type: Full-time

Salary - 18 k CTC to 33k CTC

Job Summary

We are seeking a dynamic and results-oriented Banking Sales Executive to join our team. The ideal candidate will be responsible for promoting and selling banking products and services to individual and corporate clients. The role involves building and maintaining customer relationships, achieving sales targets, and providing exceptional service to clients.

Responsibilities

Promote and sell a range of banking products and services, including savings accounts, loans, credit cards, and investment products.

Identify and prospect potential clients through various channels, including cold calling, referrals, networking, and client outreach activities.

Conduct needs assessments to understand clients' financial goals and recommend appropriate banking solutions to meet their needs.

Educate clients about the features, benefits, and terms of banking products and services, ensuring clear understanding and satisfaction.

Prepare and present proposals, quotes, and product demonstrations to clients, addressing any questions or concerns they may have.





Process customer applications, documentation, and transactions accurately and efficiently, adhering to regulatory requirements and bank policies.

Follow up with clients to ensure customer satisfaction, resolve any issues or complaints, and promote additional banking products and services.

Collaborate with internal teams, including product specialists, operations, and customer service, to deliver seamless service and support to clients.

Stay updated on market trends, industry regulations, and competitor offerings to maintain a competitive edge and identify new business opportunities.

Meet or exceed sales targets and key performance indicators (KPIs), such as revenue targets, recent customer acquisition, and cross-selling ratios.

Qualifications

Bachelor's degree in Business Administration, Finance, Marketing, or related

Excellent negotiation and persuasion skills, with a customer-centric approach to sales.

Ability to work independently and as part of a team, with a proactive and self-motivated attitude.

Sound knowledge of banking products, services, and procedures.

Proficiency in MS Office applications and banking software.

Ability to multitask, prioritize workload, and meet deadlines in a fast-paced environment.

Flexibility to work occasional evenings and weekends, as needed.

Professional demeanor and appearance, with a commitment to delivering exceptional service to clients

Designation

Phone Banking Officer

Key Skills

Advertising salesB2B Lead GenerationB2B Sales

Industry

Banking & Financial Services

Functional Area

BFSI Processing

Employment Type

Full Time

Education

Bachelor Degree

Job Type

Work From Office

Assessment Details

Business Advisor Quiz

30 Minutes

📌 Phone Banking Officer (Bengaluru)
🏢 Teleperformance
📍 Bengaluru