Job Description – Sales Executive (Banking Sector)

Sell banking products such as credit cards. Achieve assigned monthly sales targets and business goals Generate leads through field sales, referrals, and direct customer engagement Explain product features, eligibility, benefits, and terms to customers Assist customers with application submission and documentation (KYC compliance) Ensure accurate verification of customer documents as per bank requirements Follow up with customers on application status and approvals Maintain strong customer relationships for repeat business and referrals. Maintain daily sales reports, customer records, and activity updates Coordinate with internal teams for smooth processing and onboarding Ensure compliance with banking policies, regulations, and data confidentiality standards Participate in sales campaigns, promotions, and outdoor marketing activities Stay updated on banking products, offers, and competitor activities Handle customer queries and provide timely resolutions Work towards achieving both sales volume and quality targets

Preferred Experience

1–3 years in banking sales, financial services, credit cards, or direct sales UAE banking experience preferred.

Qualification:

Bachelor’s Degree in Business, Finance, Marketing, or related field preferred.

Skills & Abilities:

Experience in selling banking products. Good knowledge of banking products, features, and eligibility criteria. Excellent communication and interpersonal skills Strong negotiation and convincing abilities Ability to generate leads and convert prospects into sales Knowledge of KYC and basic banking compliance requirements Ability to handle customer queries and objections Experience in field sales, direct sales, or financial services sales Ability to achieve monthly sales targets Basic understanding of financial services and credit assessment concepts MS Office and basic CRM usage knowledge Ability to work under pressure and meet deadlines Fluency in English; additional languages is an advantage