Field Sales Executive - Credit Cards

Key Responsibilities:

1. Customer Acquisition (In-Store)

• Approach walk-in customers at Apollo Pharmacy stores in a polite and professional manner.
• Understand the customer 's profile and explain the features, benefits, and eligibility of SBI credit cards.
• Motivate and convince eligible customers to apply for the card based on their lifestyle and spending patterns.

2. Credit Card Sales

• Ensure high-quality sales with accurate KYC and documentation collection.
• Explain clearly the credit card offerings such as cashback, reward points, annual fees, bill payment cycles, and usage benefits.
• Provide end-to-end assistance in the application process either digitally (tablet/mobile app) or via physical forms.

3. Documentation and Verification

• Collect and verify documents such as ID proof, address proof, PAN card, income proof (if required).
• Ensure all documentation is complete and error-free to avoid application rejection.
• Maintain strict adherence to the bank 's KYC norms and RBI regulations.

4. Relationship Management

• Build strong rapport with Apollo Pharmacy staff for better customer approach and store-level coordination.
• Follow up with customers for any additional documents or queries.
• Ensure a pleasant customer experience to increase brand credibility and long-term engagement.

5. Reporting and Targets

• Achieve monthly sales targets set by the team leader or sales manager.
• Maintain and update daily performance logs, lead sheets, and customer interaction reports.
• Share feedback with management on customer responses, store footfalls, and product suggestions.