Sales Agent

Job description

The Sales Agent engages with potential and existing customers to understand their financial needs and recommend suitable banking solutions. The role focuses on promoting and selling banking products and services, including accounts, credit cards, loans, and digital banking solutions. It involves lead generation through direct sales, referrals, and networking. Meet and exceed monthly sales targets and KPIs. Build and maintain strong relationships with new and existing customers. Conduct customer consultations explaining product features, benefits, and pricing. Ensure compliance with banking regulations and internal policies. Prepare and maintain accurate sales records and customer information. Follow up on customer inquiries and provide excellent service. Participate in sales campaigns and promotional activities organized by the bank

Requirements

• minimum of one year sales experience
• strong interpersonal skills
• ability to build relationships with customers
• proficiency in sales and closing techniques
• effective relationship management skills
• strong problem‑solving abilities
• good time management and organizational skills
• professional appearance and positive attitude

Skills