Job Description

Roles & Responsibilities

We are seeking a dynamic and target-driven Direct Sales Advisor to promote and sell the bank’s products and services through direct sales activities. The role is responsible for acquiring new customers, generating leads, building strong customer relationships, and achieving assigned sales targets while ensuring compliance with banking policies and regulatory requirements.

Key Responsibilities

• Identify and approach potential customers to promote banking products and services.
• Achieve assigned sales targets for products such as personal loans, credit cards, accounts, and other banking solutions.
• Generate leads through various channels and convert prospects into customers. -Explain product features, benefits, eligibility criteria, and terms to customers.
• Maintain excellent customer relationships and provide professional service.
• Ensure all customer applications and documentation are completed accurately and comply with bank policies and regulatory requirements.
• Follow up with customers throughout the application process until completion.
• Maintain accurate records of sales activities, customer interactions, and daily reports.
• Coordinate with internal teams to ensure smooth processing of customer requests.
• Adhere to compliance standards, data protection requirements, and banking procedures.

Desired Candidate Profile

Qualifications & Experience

-Bachelor’s degree in Business Administration, Finance, Banking, or a related field preferred.

• Previous experience in banking sales, direct sales, or financial services is an advantage.
• Proven track record of achieving sales targets and business objectives.
• Good knowledge of banking products and customer acquisition activities.
• Experience in customer-facing sales roles within the banking sector is an advantage.

Skills & Competencies

• Strong communication, negotiation, and customer service skills.
• Excellent relationship-building and customer engagement abilities.
• Target-oriented with the ability to work under pressure and achieve business objectives.
• Good understanding of banking products and market trends.
• Ability to generate leads and convert prospects into customers.

Employment Type

• Full-time

Company Industry

• BankingFinancial ServicesBroking

Department / Functional Area

• FinanceTreasury
• 
  

Job Description

Roles & Responsibilities

We are seeking a dynamic and target-driven Direct Sales Advisor to promote and sell the bank’s products and services through direct sales activities. The role is responsible for acquiring new customers, generating leads, building strong customer relationships, and achieving assigned sales targets while ensuring compliance with banking policies and regulatory requirements.

Key Responsibilities

• Identify and approach potential customers to promote banking products and services.
• Achieve assigned sales targets for products such as personal loans, credit cards, accounts, and other banking solutions.
• Generate leads through various channels and convert prospects into customers. -Explain product features, benefits, eligibility criteria, and terms to customers.
• Maintain excellent customer relationships and provide professional service.
• Ensure all customer applications and documentation are completed accurately and comply with bank policies and regulatory requirements.
• Follow up with customers throughout the application process until completion.
• Maintain accurate records of sales activities, customer interactions, and daily reports.
• Coordinate with internal teams to ensure smooth processing of customer requests.
• Adhere to compliance standards, data protection requirements, and banking procedures.

Desired Candidate Profile

Qualifications & Experience

-Bachelor’s degree in Business Administration, Finance, Banking, or a related field preferred.

• Previous experience in banking sales, direct sales, or financial services is an advantage.
• Proven track record of achieving sales targets and business objectives.
• Good knowledge of banking products and customer acquisition activities.
• Experience in customer-facing sales roles within the banking sector is an advantage.

Skills & Competencies

• Strong communication, negotiation, and customer service skills.
• Excellent relationship-building and customer engagement abilities.
• Target-oriented with the ability to work under pressure and achieve business objectives.
• Good understanding of banking products and market trends.
• Ability to generate leads and convert prospects into customers.

Employment Type

• Full-time

Company Industry

• BankingFinancial ServicesBroking

Department / Functional Area

• FinanceTreasury
•