Job Description – Field Sales Executive (Retail Banking)

Private Sector Bank | India

Job Title: Field Sales Executive – Retail Banking

Industry: Private Sector Banking

Location: Pan India

Employment Type: Full-time

Job Responsibilities:

1. Sales & Customer Acquisition:

• Identify and approach potential customers for retail banking products.


• Promote and sell banking products such as savings accounts, current accounts, credit cards, loans, and insurance.


• Conduct field visits, cold calls, and lead generation activities to increase customer base.


• Explain product benefits, features, and eligibility criteria to customers.


• Achieve assigned monthly and quarterly sales targets.

2. Relationship Management & Customer Support:

• Build and maintain strong relationships with new and existing customers.


• Provide after-sales service, resolve queries, and ensure customer satisfaction.


• Educate customers on digital banking services (Net Banking, Mobile Banking, UPI, etc.)

3. Cross-Selling & Upselling:

• Identify customer needs and recommend additional banking products such as personal loans, home loans, fixed deposits, and investment schemes.


• Work towards increasing overall customer engagement and product penetration.

4. Market Research & Lead Generation:

• Identify new business opportunities and market trends in the assigned region.


• Generate leads through referrals, networking, and promotional campaigns.


• Participate in local marketing activities and bank-sponsored events.

5. Compliance & Documentation:

• Ensure proper KYC verification and documentation for all banking products.


• Adhere to RBI guidelines and bank policies while onboarding new customers.


• Maintain accurate records of sales activities, customer interactions, and transactions.

Eligibility Criteria:

✅ Qualification: Graduate (Commerce, Finance, Marketing, or any related field preferred)

✅ Experience: 0-5 years (Freshers with strong sales skills can apply)

✅ Age Limit: 21 – 35 years

✅ Skills Required:

• Strong communication and negotiation skills


• Sales and target-oriented mindset


• Basic knowledge of banking products and financial services


• Proficiency in MS Office, CRM software, and digital banking tools
  
  ✅ Language: English & local language proficiency preferred
  
  ✅ Travel: Must be willing to travel locally for field sales and customer meetings.

Salary & Benefits:

✔ Salary: ₹15,000 – ₹40,000 per month (Fixed + Incentives)

✔ Attractive Performance-Based Incentives & Bonuses

✔ Travel & Mobile Allowance (if applicable)

✔ Opportunity for Career Growth in Banking Sector

✔ On-the-Job Training & Development Programs

? Apply Now!

Interested candidates should submit their updated resume for immediate processing.