Banking Sales Job Description

October 8, 20110 Comments

Banking sales Job Profile and Description

A banking sales officer is the one who oversee and is in charge of new business development in a bank. He or she will be responsible for selling and look over a large number of accounts so has to monitor investment accounts sold to clients by following the changing market conditions to maximize profits.

Duties and Responsibilities

     There are a number of duties and responsibilities which a banking sales officer has to fulfill and they are as follows:

  • The prime duty of sales manager is to build value for consumers using their skills.
  • He or she indirectly and actually make an image of the branch so will have to  help the people looking for financial services and give them advice on how to manage their finances
  • He or she maintain the coordination with the sales guidelines and standards across departments
  • He or she basically have to work for the sales generation so will have to generate sales ideas and content and meet those targets
  • As he or she has to work for the sales so it will be needed to work with the advertising departments, websites etc
  • He or she has the duty to prepare the reports and news updates to clients and customers
  • He or she has to provide latest offers for the promotion online and manage that.
  • He or she  must have thorough knowledge of the products and services of the bank and should be able to demonstrate them to the clients

Skills and Specifications

      The candidate desiring for the job should have required skills and specifications which are as follows:

  • COMMUNICATION SKILLS: the candidate needs to have excellent communication skills as one needs to extensively interact with customers and clients
  • THOROUGH KNOWLEDGE OF THE BANKING SALES FIELD: The candidate needs to have knowledgeable about various promotional tools and also about the services they are trying to sell
  • HARD WORKING: The candidate should be very hard working as there may be a lot of leg work.
  • OTHER REQUIRED SKILLS: He or she should have good writing, presentation, project management, and analytical skills

Education and Qualifications

  • BASIC DEGREE: The basic degree required for the field is a bachelor’s degree in marketing, business administration, communications studies or a related field.
  • Candidate should have a Masters in Business Administration degree, especially for senior level positions.
  • The other requirement for the job is that the candidate should have basic knowledge of computer.

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