Sales Executive
Sharaf DG
Job Description:
Sell banking products such as credit cards.
Achieve assigned monthly sales targets and business goals
Generate leads through field sales, referrals, and direct customer engagement
Explain product features, eligibility, benefits, and terms to customers
Assist customers with application submission and documentation (KYC compliance)
Ensure accurate verification of customer documents as per bank requirements
Follow up with customers on application status and approvals
Maintain strong customer relationships for repeat business and referrals.
Maintain daily sales reports, customer records, and activity updates
Coordinate with internal teams for smooth processing and onboarding
Ensure compliance with banking policies, regulations, and data confidentiality standards
Participate in sales campaigns, promotions, and outdoor marketing activities
Stay updated on banking products, offers, and competitor activities
Handle customer queries and provide timely resolutions
Work towards achieving both sales volume and quality targets.
Preferred Experience
1–3 years in banking sales, financial services, credit cards, or direct sales
Qualification:
Bachelor’s Degree in Business, Finance, Marketing, or related field preferred.
Skills & Abilities:
Experience in selling banking products.
Good knowledge of banking products, features, and eligibility criteria.
Excellent communication and interpersonal skills
Strong negotiation and convincing abilities
Knowledge of KYC and basic banking compliance requirements
Ability to handle customer queries and objections
Strong follow-up and pipeline management skills
Ability to achieve monthly sales targets
MS Office and basic CRM usage knowledge
Ability to work under pressure and meet deadlines
Fluency in English; additional languages is an advantage
Professional attitude and customer-focused approach