SBI Banking Process Executive

About the Role

We are seeking motivated candidates for the position of Banking Sales Executive / Relationship Executive in the banking sector, specializing in SBI products. This full-time role is open to freshers as well as professionals with up to 3 years of experience, focusing on telecalling and telesales efforts to promote various banking offerings.

Key Responsibilities

• Conduct outbound calling to both existing and potential clients to introduce banking products.
• Provide clear explanations regarding SBI banking accounts, loans, credit/debit cards, and other related financial services.
• Generate new leads and effectively convert prospects into confirmed customers.
• Engage in follow-ups to strengthen customer relationships and assist in closing sales.
• Analyze customer needs to suggest the most appropriate products, enhancing customer satisfaction.
• Maintain meticulous records of customer interactions and updates through CRM systems.
• Address customer inquiries with accurate and helpful information.
• Strive to meet and exceed sales targets on a daily, weekly, and monthly basis.
• Collaborate with internal teams to ensure smooth processing of documentation and applications.
• Foster and sustain professional relationships with customers to ensure a positive experience.

Candidate Profile

• Strong verbal communication skills with an ability to persuade and connect well with customers.
• Fluency in Hindi and English is mandatory; knowledge of a regional language is an added advantage.
• Basic computer skills and familiarity with CRM platforms are required.
• A sales-driven mindset, oriented towards achieving targets.
• No prior experience mandatory; however, candidates with background in banking, telecalling, or sales will be preferred.