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19/09 Priyanshi
HR Recruiter at TekPillar

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Sales Specialist - Banking (1-3 yrs)

Tamil Nadu/Krishangiri Job Code: 344781

Job Title : Local Banking Sales Specialist

Overview :


The Local Banking Outreach Specialist is responsible for driving customer engagement and expanding the bank's client base through proactive outreach and relationship-building. This field-based role focuses on promoting banking services directly to individuals and small businesses, ensuring a strong understanding of their financial needs and providing tailored solutions.

Responsibilities :


- Actively engage with potential clients through door-to-door visits and community events to promote the bank's products and services.


- Assess the financial needs of clients and recommend appropriate banking solutions, including savings accounts, loans, and credit options.

- Build and maintain strong relationships with clients to enhance satisfaction, retention, and loyalty.

- Obtain leads from various business divisions and execute the necessary actions to convert these leads into sales.

- Stay informed about new banking offerings, industry trends, and competitor services to effectively communicate value to clients.

- Provide daily, weekly, and monthly sales reports to the team leader, including updates on sales activities and client interactions.

- Work closely with other departments to ensure a seamless client onboarding process and efficient service delivery.

Qualifications :

- Bachelor's degree in Business, Finance, Marketing, or a related field (preferred but not required).

- 1-3 years of experience in field sales, ideally within banking or financial services.

- Strong interpersonal, negotiation, and communication skills.

- Ability to work independently and manage time effectively in a field environment.

- Familiarity with banking products and services, including credit cards, loans, and savings accounts.

- Goal-oriented with a focus on achieving sales targets.

- Willingness to travel locally and engage with the community.

- A valid driver's license and proficiency in local language(s) may be required.

For Information :
Priyansi P | HR Team
Phone/WhatsApp : +91 8160174117

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