Job title: Banking Sales Executive About the Position The Banking Sales Executive will be responsible for providing exceptional service to customers by offering a range of banking products, including life insurance, loans, and savings accounts. This role requires a commitment to accuracy and adherence to regulatory standards within the financial services sector. Accountabilities - Engage with customers to understand their banking needs and recommend suitable products, including current accounts, CASA, and loans.

- Provide information regarding various banking products and services to enhance customer knowledge and satisfaction.
- Ensure compliance with all relevant regulatory requirements while executing sales transactions.
- Maintain accurate records of customer interactions and transactions in accordance with company policies.




- Collaborate with branch staff to identify potential sales opportunities and develop strategies for maximizing product uptake.

Skills and Experience Required - Strong understanding of banking products and services, particularly in life insurance, loans, CASA, current accounts, and saving accounts.

- Knowledge of the BFSI (Banking, Financial Services, and Insurance) sector is essential.
- Excellent communication skills with a focus on customer engagement and relationship building.
- Ability to analyze customer needs accurately and provide tailored solutions.
- Commitment to upholding high standards of compliance and operational integrity within a branch banking workplace.

Industry

Insurance

Department

Sales / BD

📌 Banking Sales Executive (Noida)
🏢 Skywings Advisors Private
📍 Noida