Banking Relationship Executive

• Acquire new customers for banking products with focus on credit cards
• Generate leads through field activities, references, and open market
• Explain features, benefits, eligibility, and charges of multiple bank credit cards
• Achieve daily, weekly, and monthly customer acquisition targets

2. Credit Card Sales Performance

• Sell credit cards of multiple banks such as HDFC, Axis, SBI, ICICI, etc.
• Maintain a healthy approval to rejection ratio
• Ensure complete and accurate application submissions
• Achieve card-wise and bank-wise sales targets

3. Customer Relationship Management

• Build and maintain strong relationships with customers
• Address basic customer queries related to application status
• Ensure positive customer experience from lead to card approval
• Generate repeat referrals through satisfied customers

4. Lead Management and Follow Ups

• Manage assigned and self-generated leads efficiently
• Conduct regular follow ups with prospects for application completion
• Update lead status accurately in CRM or tracking sheets
• Minimize lead leakage and improve conversion rate

5. Documentation and Compliance

• Collect correct KYC and income documents from customers
• Verify documents as per bank and DSA guidelines
• Ensure zero fraud, fake or manipulated documentation
• Follow all compliance and ethical sales standards

6. Field Activity and Market Coverage

• Conduct daily field visits in assigned areas
• Identify high potential locations for credit card sales
• Maintain daily activity levels as per company guidelines
• Represent the DSA brand professionally in the market

7. Coordination with Internal Teams

• Coordinate with back office and operations teams for application processing
• Share complete and accurate details to reduce rework and rejections
• Escalate issues related to delays or customer concerns on time

8. Reporting and MIS

• Submit daily sales and activity reports
• Track applications, approvals, rejections, and payouts
• Maintain accuracy in reporting and data submission

9. Revenue and Payout Focus

• Maximize approved cases to improve payout earnings
• Focus on quality sales for long-term sustainability
• Support company revenue goals through consistent performance

10. Brand and Ethics

• Maintain ethical selling practices at all times
• Avoid mis-selling or false commitments
• Protect company and bank brand reputation in the field

Job Type: Full-time

Pay: ₹15,000.00 - ₹35,000.00 per month

Benefits:

• Health insurance
• Provident Fund
• Work from home

Experience:

• franchisee Development : 1 year (Preferred)

Work Location: In person