Branch Sales Executive

Job Summary:

Branch Sales Executive

You will also support the branch in achieving its sales targets, generating new business, and build

Key Responsibilities:

Sales & Business Development

• Promote and sell banking/financial products such as savings accounts, current accounts, fixed deposits, loans, insurance, and credit cards.
  
• Achieve individual and branch-level sales targets on a monthly/quarterly basis.
  
• Generate leads through walk-in customers, referrals, field visits, and telecalling.
  
• Cross-sell and upsell products to existing customers based on their financial needs.
  

Customer Service

• Assist customers with product information, account opening, and service requests.
  
• Resolve customer queries or concerns in a timely and professional manner.
  
• Ensure a positive customer experience at every interaction.
  

Branch Support & Coordination

• Work closely with branch staff to ensure smooth onboarding and documentation of new customers.
  
• Participate in local marketing and promotional activities to increase brand visibility.
  
• Maintain records of daily sales activity and customer interactions in CRM or designated systems.
  

Compliance & Documentation

• Ensure complete adherence to internal policies and regulatory guidelines (KYC/AML, etc.).
  
• Collect and verify necessary documents and ensure error-free processing of forms and applications.
  
• Maintain accurate sales and service records for audit and reporting purposes.

Preferred Experience:

• Experience in retail banking, branch operations, or direct sales
  
• Familiarity with KYC norms, customer onboarding, and banking regulations
  
• Local market knowledge and ability to build relationships in the community