Banksales Officer

• Proven experience in a sales role within the banking industry, with a strong track record of meeting sales targets.
• Must be proficient in Salesforce (Mandatory skill) to manage and analyze customer information effectively.
• Excellence in customer relationship management (Mandatory skill) to build and maintain strong client relationships.
• Experience in cross-selling techniques (Mandatory skill) to maximize product penetration.
• Proficiency in CRM software to manage customer interactions and data efficiently.
• A sound understanding of financial products knowledge to advise clients appropriately.
• Ability in data analysis to interpret consumer data and suggest improvements in sales strategies.
• Expertise in using Microsoft Excel for data management and reporting purposes.
• Familiarity with digital banking tools to meet the evolving needs of clients.

• Promote and sell banking products and services to new and existing customers, ensuring satisfaction and loyalty.
• Meet and exceed individual and team sales targets by employing effective sales techniques.
• Develop and maintain strong relationships with clients to enhance customer satisfaction and loyalty.
• Utilize Salesforce to manage customer data, track sales interactions, and generate sales reports.
• Provide clients with sound financial advice, matching products to their particular needs.
• Engage in cross-selling of banking products to increase market penetration and revenue.
• Stay up-to-date with the latest banking regulations and products to provide accurate information to clients.
• Collaborate with team members and management to improve sales processes and strategies.

Expertia AI Technologies