Banking Sales Executive

A Banking Sales Executive is responsible for promoting and selling financial products and services, including loans, credit cards, and accounts, to potential clients. This role requires a dynamic, target-driven professional with excellent communication and negotiation skills. The ideal candidate should have a strong understanding of banking products, market trends, and customer relationship management. Success in this role depends on the ability to generate leads, build relationships, and achieve sales targets in a competitive banking environment.

Responsibilities:

• identify and approach potential customers to promote banking products and services

• develop and maintain strong relationships with clients to enhance customer retention

• assess client financial needs and recommend suitable banking solutions

• achieve and exceed individual and team sales targets within assigned deadlines

• provide detailed product information and assist clients with the application process

• stay updated on financial market trends and competitor products to enhance sales strategies

• collaborate with internal banking teams to ensure smooth customer onboarding and service delivery

• maintain accurate records of customer interactions and sales activities in the CRM system

• handle customer queries and complaints, ensuring high levels of satisfaction

• participate in marketing campaigns, networking events, and outreach programs to boost sales

Requirements:

• bachelor’s degree in business, finance, or a related field

• minimum of 2-4 years of experience in banking sales or financial services

• strong understanding of retail banking products, including loans, credit cards, and savings accounts

• proven track record of meeting or exceeding sales targets

• excellent communication, persuasion, and negotiation skills

• ability to build long-term client relationships and maintain a professional network

• self-motivated, results-driven, and able to work in a fast-paced environment

• proficiency in CRM software and MS Office applications

• fluency in English; Arabic proficiency is a plus