Job Title: Sales Executive - Banking and Finance Purpose of the Role The Sales Executive is responsible for managing client relationships within the banking and finance sectors. This role emphasizes accuracy, integrity, and adherence to regulatory standards while providing comprehensive solutions tailored to customer needs. Scope of Work - Engage with clients to understand their financial requirements and recommend suitable banking products, including CASA accounts, mutual funds, insurance, SBI cards, and broking services.

- Develop and maintain strong relationships with clients to foster trust and ensure a high level of customer satisfaction.
- Conduct market research to identify new business opportunities within the banking and finance landscape.
- Collaborate with internal teams to streamline processes and enhance service delivery related to microfinance and other financial products.




- Ensure compliance with all regulatory standards while executing financial transactions and managing client information.
- Track sales metrics and prepare reports on performance to assess progress toward targets.

Candidate

Requirements - Proven experience in sales within the banking or finance sectors is preferred but not mandatory.

- Knowledge of financial products such as CASA accounts, mutual funds, insurance, SBI cards, broking services, and microfinance is essential.
- Robust communication skills with an emphasis on client engagement and relationship building.
- Ability to analyze market trends and adapt strategies accordingly.
- Commitment to maintaining accuracy in all dealings while adhering to industry regulations.

Industry

BFSI

Department

Sales / BD

📌 Sales Executive - Banking and Finance (Ajmer)
🏢 Absojob Private
📍 Ajmer