Job Summary :
The Sales Executive is a frontline sales role responsible for direct, field, tele-calling, or digital sourcing of CASA accounts, retail/business loans, and deposit products. The role focuses on lead generation, customer acquisition, and achievement of monthly sourcing and disbursement targets, working closely with dealers, DSAs, channel partners, and the local business community.
Senior variants of this role (Sales Manager/Business Development Officer) additionally involve leading a team of sales representatives or channel partners, designing local sales drives, and monitoring team productivity and pipeline conversion.
Key Responsibilities:
- Source new customers/leads for CASA accounts and retail/business loans (personal, vehicle, MSME, housing) through field, tele-calling, or digital/referral channels.
- Build and maintain relationships with DSAs, dealers, channel partners, and the local business community for lead generation.
- Conduct preliminary KYC verification, document collection, and screening of prospective customers.
- Explain product features, eligibility criteria, interest rates, and documentation requirements to customers.
- Organize and participate in local marketing activities, canopy setups, and promotional/community outreach campaigns.
- Achieve monthly/quarterly targets for lead sourcing, disbursement, and account activation.
- Coordinate with credit, operations, and processing teams for timely sanction and disbursement.
- Capture leads and customer interactions accurately in CRM software.
- Educate customers on digital banking, UPI, and self-service channel usage.
- Lead and mentor junior sales staff or channel partner executives (senior/managerial profiles).
- Monitor sales pipeline, conversion rates, and team productivity metrics (senior profiles).
- Ensure compliance with bank policies and KYC/AML norms in all sourcing activity.
Qualifications:
Education: Graduate in any discipline; 12th pass accepted for entry-level field/tele-sales roles
Preferred Education: MBA in Marketing/Sales for managerial profiles
Experience:
Minimum: 0-1 Years
Preferred: 1-4 Years (up to 7 Years for Sales Manager-level profiles)
Industry: Banking, NBFC, or Retail Financial Services
Pay: ₹20,000.00 - ₹80,000.00 per month
Application Question(s):
Willingness to travel:
Work Location: In person
