Banking Sales Associate

About the Role

The Banking Sales Associate is a full-time, on-site role based in Bengaluru South. The associate is responsible for promoting banking products and services, engaging with existing and potential customers, and supporting them in selecting suitable financial solutions. The role is expected to deliver professional, customer-centered service and contribute to the overall growth of the branch.

Key Responsibilities

• Prospecting and lead generation.
• Conducting customer meetings.
• Explaining product features and benefits.
• Assisting with account openings and documentation.
• Maintaining accurate sales records.
• Meeting defined sales targets.
• Coordinating with internal banking teams.
• Ensuring adherence to regulatory and compliance requirements.

Requirements & Tech Stack

• Computer proficiency.
• CRM tools.
• Standard office software.

Qualifications

• Strong customer service and relationship-building skills.
• Ability to communicate clearly and professionally with diverse clients.
• Sales and negotiation abilities.
• Experience in meeting targets, handling objections, and closing deals in banking or related financial services.
• Basic knowledge of retail banking products (e.g., savings accounts, current accounts, loans, credit cards, investment services).
• Attention to detail.
• Proficiency in handling documentation and data entry.
• Ability to maintain accurate records in line with compliance standards.
• Ability to work on-site in Bengaluru South.
• Ability to collaborate with branch teams.
• Ability to adapt to a fast-paced, goal-driven environment.
• Bachelor’s degree in business, finance, commerce, or a related field is preferred.
• Prior experience in banking or financial sales is an advantage.
• Demonstrated integrity, professionalism, and commitment to maintaining confidentiality and following regulatory guidelines.