Bank branches, sales teams of banks and NBFCs, and direct sales agencies working with banks.
Typical tasks
- Identify and contact potential customers
- Explain products, features and charges clearly
- Help customers fill application forms and collect documents
- Follow up on applications until completion
- Maintain lead and sales records
- Work towards monthly sales targets
Key skills
Growing in this career
Sales representatives can move to relationship executive, sales team leader or branch sales roles.
Role information is general career guidance. Programme availability, eligibility and batch dates are shared by our counsellors on enquiry.