Sales Officer

A Sales Officer is responsible for promoting and selling the bank's financial products and services, acquiring new customers, maintaining client relationships, and achieving assigned sales targets. Candidates with finance experience will have an added advantage in understanding customer financial needs and recommending suitable banking solutions. Key Responsibilities Acquire new customers through field visits, referrals, and lead generation. Promote banking products such as savings accounts, current accounts, loans, fixed deposits, insurance, and investment products. Identify customer financial requirements and recommend appropriate banking solutions. Build and maintain long-term customer relationships. Meet monthly and quarterly sales targets. Verify customer documents and ensure compliance with KYC guidelines. Coordinate with internal departments for smooth account opening and loan processing. Follow up on customer inquiries and provide after-sales support. Maintain accurate records of sales activities and customer interactions. Stay updated with banking products, market trends, and regulatory guidelines. Required Skills Strong sales and negotiation skills. Good knowledge of banking and financial products. Excellent communication and interpersonal skills. Customer-focused approach. Ability to work under sales targets. Basic computer knowledge (MS Office and banking software). Problem-solving and relationship management skills. Preferred Candidate Profile Experience in Banking, NBFC, Finance, or Insurance sector. Good understanding of retail banking products and financial services. Ability to generate leads independently. Willingness to travel for customer acquisition and field sales.