Banking Sales Executive - Personal Loan

Client of Talentmate

As a Banking Sales Executive specializing in Personal Loans, you will be at the forefront of our financial services team, playing a pivotal role in driving the growth of our personal loan portfolio. You will engage with a diverse client base, offering them tailored financial solutions to meet their unique personal and financial needs. Your expertise in understanding financial products and exceptional interpersonal skills will enable you to influence and convert prospective clients into loyal customers. By maintaining and enhancing customer relationships, you will contribute significantly to achieving sales targets and ensuring customer satisfaction within our banking network. Join us to excel in a dynamic, rewarding career that shapes the financial futures of individuals and enhances your professional growth.

Responsibilities

• Identify and engage potential clients through various sales channels and strategies.
• Analyze customer financial needs to offer the most suitable personal loan products.
• Participate in networking events and campaigns to boost personal loan sales.
• Collaborate with the bank's marketing team to develop effective sales promotions.
• Maintain comprehensive knowledge of loan products and competitive offerings.
• Guide clients through loan application processes and documentation requirements.
• Achieve monthly and quarterly sales targets for personal loans efficiently.
• Build strong customer relationships to foster trust and retention.
• Provide ongoing support and communication with clients post-sale completion.
• Monitor market trends to identify new sales opportunities and product offerings.
• Prepare accurate forecasts and reports on sales activities and projections.
• Ensure compliance with banking regulations and internal policies in all activities.

Requirements

• Bachelor s degree in Finance, Business, or a related field preferred.
• Proven sales experience in the banking or financial services industry.
• Excellent communication skills and ability to build rapport with clients.
• Strong analytical skills to assess customer financial requirements effectively.
• Ability to meet sales targets and work under pressure in a competitive environment.
• In-depth understanding of personal loan products and financial regulations.
• Proficiency in using CRM software and other sales tracking tools.