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Retail Banking Sales Representative
2 months ago
Vistas Global is seeking a highly motivated and results-driven Retail Banking Sales Representative to join our team. As a key member of our sales team, you will be responsible for generating new business by directly engaging with prospective and existing customers to promote and sell our retail banking products and services.
Key Responsibilities- Customer Engagement and Sales:
- Engage directly with customers through face-to-face interactions, community events, and sales presentations to identify customer needs and recommend appropriate banking products and services.
- Conduct door-to-door sales activities and organize sales drives in targeted areas to achieve sales targets and enhance customer satisfaction.
- Sales Strategy and Execution:
- Develop and implement effective sales strategies to achieve individual and team sales targets, utilizing sales techniques and tools to present the benefits of banking products and services persuasively.
- Follow up with leads and convert prospects into loyal customers to build and maintain strong relationships.
- Customer Service and Relationship Building:
- Provide exceptional customer service by addressing customer inquiries and resolving issues promptly to ensure customer satisfaction and loyalty.
- Educate customers on the benefits and features of banking products and services to enhance their financial well-being.
- Market Research and Analysis:
- Conduct market research to identify new sales opportunities and customer trends, analyzing competitor offerings and market conditions to position our products effectively.
- Provide feedback and insights to the sales and marketing teams to refine sales strategies and improve customer engagement.
- Compliance and Risk Management:
- Ensure compliance with all banking regulations and policies during sales activities to protect customer and bank interests.
- Implement and adhere to risk management practices to mitigate potential risks and ensure a secure sales environment.
- Collaboration and Reporting:
- Work closely with branch managers, sales teams, and other departments to coordinate sales efforts and achieve common goals.
- Prepare and submit regular sales reports and updates to supervisors to ensure transparency and accountability.
- Education: Bachelor's degree in Business, Marketing, Finance, or a related field.
- Experience: 1-3 years of experience in direct sales, preferably in banking or financial services, with a proven track record of meeting or exceeding sales targets.
- Skills:
- Strong knowledge of retail banking products and services.
- Excellent communication and interpersonal skills.
- Ability to work independently and manage time effectively.
- Strong negotiation and persuasion skills.
- High level of customer service orientation.
- Basic understanding of banking regulations and compliance requirements.
- Additional Attributes:
- Outgoing and Confident: Comfortable with approaching and engaging with potential customers.
- Goal-Oriented: Driven to meet and exceed sales targets and objectives.
- Adaptable: Able to adjust sales strategies based on market conditions and customer feedback.
- Team Player: Willing to collaborate with colleagues to achieve common sales goals.