Summary: This role involves prospecting, conducting needs assessments, presenting banking products, and building customer relationships to meet sales targets. Highlights: 1. Prospect and generate leads for banking products 2. Build and maintain strong customer relationships 3. Customize banking product solutions to match individual needs **Duties and Responsibilities:** * Prospect and generate leads for banking products through various channels, including cold calling, networking, and referrals. * Conduct thorough needs assessments to understand the financial goals and requirements of potential customers. * Present and promote banking products such as loans, savings accounts, credit cards, and investment options to customers. * Educate customers about the features, benefits, and terms of banking products, addressing any questions or concerns they may have. * Customize banking product solutions to match the individual needs and preferences of customers. * Build and maintain strong relationships with customers to foster trust and loyalty, providing exceptional customer service throughout the sales process. * Negotiate terms and conditions with customers to reach mutually beneficial agreements for banking product transactions. * Collaborate with internal stakeholders, including underwriters, loan officers, and branch managers, to facilitate the processing and approval of banking product applications. * Meet or exceed sales targets and quotas set by the bank, consistently striving to achieve sales goals. * Stay informed about industry trends, competitive offerings, and regulatory changes affecting banking products, continuously updating knowledge and skills. * Maintain accurate records of customer interactions, sales activities, and transactions in CRM systems or sales databases. * Adhere to compliance standards, ethical guidelines, and banking regulations while selling banking products, ensuring full transparency and integrity in all transactions. * Participate in training programs and professional development opportunities to enhance sales skills, product knowledge, and overall performance. * Provide feedback to management on market trends, customer preferences, and potential areas for improvement in banking product offerings or sales strategies. * Represent the bank professionally at industry events, trade shows, and community outreach initiatives to promote brand awareness and expand customer base. **Qualifications:** * 2\- 4 years of experience in Banking Products. * Bachelor's degree in business administration, Finance, Economics, or related field preferred * Proven track record of sales success, ideally in the banking or financial services industry. * Strong communication and interpersonal skills. * Ability to build and maintain relationships with customers. * Excellent negotiation and persuasion abilities. * Knowledge of banking products and services. * Familiarity with sales techniques and strategies. * Goal\-oriented with a focus on achieving targets. * Ability to work independently and as part of a team. * Arabic \& English\-speaking Mandatory.
Fatima Al-Kuwari
Indeed · HR
Fatima Al-Kuwari
Indeed · HR
