Sales Advisor – Banking Sector

We are seeking a dynamic and results-driven Sales Advisor with strong experience in the banking sector, proven portfolio management skills, and hands-on exposure to BTQC processes. The ideal candidate will have a consistent track record of achieving sales targets with documented incentive earnings, demonstrating strong performance and customer relationship capabilities.

Key Responsibilities

Manage and grow an assigned customer portfolio, ensuring retention, cross-selling, and upselling of banking products.

Acquire new customers through proactive sales efforts, referrals, and market outreach.

Advise customers on suitable banking products such as CASA, loans, credit cards, insurance, and investment products.

Ensure compliance with BTQC standards, internal policies, and regulatory guidelines.

Maintain high-quality documentation and ensure accuracy in customer onboarding and transactions.

Achieve monthly and quarterly sales targets with a focus on revenue growth and portfolio quality.

Resolve customer queries and issues promptly to ensure high customer satisfaction.

Coordinate with internal teams (operations, credit, compliance) for smooth processing of sales cases.

Prepare and submit regular sales and portfolio performance reports to management.

Required Skills & Experience

Minimum 2 years of experience as a Sales Advisor / Relationship Officer in the banking or financial services sector.

Strong experience in portfolio handling and management.

Working knowledge and hands-on experience with BTQC processes.

Compensation & Incentives

Competitive fixed salary

Attractive performance-based incentives