Banking Executive

Maintain a diary on a daily basis in the prescribed format detailing activities, customer contacts, and field visits.

Drive targeted Credit Card Sales operations, converting prospective leads through direct field pitch routines.

Execute Banking Sales activities across a portfolio of financial products, including retail credit lines and deposit accounts.

Cross-sell financial services including Loan Sales (personal, auto, or home loans) and Insurance Sales products.

Operate within the BFSI Sales framework, achieving monthly lead acquisition and disbursal targets.

Guide customers through credit application filing, document collection, and income verification procedures.

Maintain structured records of daily sales pipelines, conversion ratios, and customer interaction histories.

Higher Secondary (10+2) or Bachelor's degree in Commerce, Management, Arts, Science, or related streams.

0–1 Yrs of experience, perfectly tailored for freshers and starting financial sales executives.

Basic understanding of financial products, field sales discipline, and customer documentation requirements.

Strong persuasive communication, proactive field drive, and good organization habits.