Sale Executive

Posted on: August 7, 2026


Sale Executive

Job Summary:

We are looking for a Sales Executive to drive customer acquisition and business growth through CASA, deposits, loans, and other banking products. The candidate will be responsible for field sales, lead generation, customer relationship management, and achieving assigned business targets.

Key Responsibilities:

  • Generate new customers through field visits and direct sales.
  • Acquire CASA accounts, deposits, loans, and other banking products.
  • Build and maintain strong customer relationships.
  • Achieve assigned monthly sales and business targets.
  • Conduct market visits and generate quality leads.
  • Follow up with prospective and existing customers.
  • Coordinate with the branch team for account opening and loan processing.
  • Maintain daily sales, lead, and customer activity reports.
  • Identify new business opportunities within the assigned territory.

Required Skills:

  • Strong experience in CASA Sales and Banking Product Sales.
  • Hands-on experience in Field Sales and Customer Acquisition.
  • Good knowledge of Loans, Deposits, and other Banking Products.
  • Strong Business Development and Lead Generation skills.
  • Excellent Relationship Management and Customer Handling abilities.
  • Proven track record of achieving Sales and Business Targets.
  • Experience in Cross-selling and Upselling banking products.
  • Strong Negotiation, Presentation, and Communication skills.
  • Ability to build and maintain long-term customer relationships.
  • Good understanding of Market Development and Territory Management.
  • Customer-focused approach with strong Problem-Solving skills.
  • Proficiency in MS Office and basic banking systems/CRM is preferred.

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