Sales Executive Credit Cards & Personal Loans

Talentmate

Responsibilities

• Identify and pursue new sales opportunities for credit cards and personal loans.
• Conduct thorough assessments of clients' financial profiles to recommend suitable products.
• Maintain in-depth product knowledge to effectively address client inquiries and concerns.
• Prepare detailed sales proposals and presentations to attract potential clients.
• Follow up with leads to convert them into successful sales and maintain client relationships.
• Collaborate with team members to achieve collective and individual sales targets.
• Analyze market trends to adjust sales strategies and identify new opportunities.
• Ensure compliance with all regulatory requirements and organizational policies in sales processes.
• Submit regular reports on sales performance, client feedback, and market conditions.
• Participate in training sessions to enhance product knowledge and sales techniques.
• Engage in networking activities to expand reach and enhance brand presence.
• Maintain accurate records of all sales activities and customer interactions in CRM systems.

Requirements

• Bachelor's degree in Business, Finance, Marketing, or a related field preferred.
• Proven sales experience in the financial services industry, ideally with credit products.
• Excellent communication and interpersonal skills to build client rapport.
• Strong analytical skills to assess client needs and match them with suitable products.
• Self-motivated with a results-driven approach to achieve sales goals.
• Ability to work under pressure in a fast-paced and competitive environment.
• Proficiency in CRM software and other sales support systems is advantageous.