
Banking Sales Agent
4 weeks ago
**Responsibilities**:
- Promote and sell banking products including credit cards, loans, and other financial services to potential customers.
- Generate leads through various channels such as networking, cold calling, and referrals.
- Conduct sales presentations and product demonstrations to potential clients.
- Assess customers’ financial needs and recommend appropriate banking products.
- Build and maintain strong relationships with clients to encourage repeat business and referrals.
- Achieve and exceed sales targets and quotas.
- Keep up-to-date with banking products, services, and industry trends.
- Maintain accurate records of all sales activities and customer interactions in the CRM system.
- Provide excellent customer service and promptly address customer inquiries and concerns.
- Collaborate with the sales team and other departments to optimize sales strategies and processes.
**Requirements**:
- Proven experience in sales, preferably in the banking or financial services industry.
- Strong knowledge of banking products and financial services.
- Excellent communication, negotiation, and interpersonal skills.
- Ability to generate leads and close sales.
- Strong organizational and time management skills.
- Proficiency in using CRM software and other sales tools.
- Self-motivated with a results-driven approach.
- Ability to work independently and as part of a team.
- Bachelor's degree in Business, Finance, or a related field is preferred.
**Experience**:
- bank: 5 years (required)
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