3 Banking Jobs in Jaipur | Banking Job openings in Jaipur

Required Skills & Qualifications

• Graduation is mandatory.
• 1–4 years of B2B sales or business development experience in accounting outsourcing, bookkeeping, payroll, taxation, or finance outsourcing services.
• Experience selling to international markets, particularly Australia, the UK, or the US.
• Understanding of Australian accounting and compliance processes, including BAS, GST, payroll, superannuation, year-end accounting, and tax lodgements.
• Experience in accounting outsourcing firms, KPOs, or similar service-based organizations is preferred.
• Proven ability to generate leads, manage sales pipelines, negotiate, and close B2B deals.
• Excellent communication, interpersonal, and relationship-building skills.
• Proficiency in MS Office/Google Workspace and CRM tools such as Freshsales, HubSpot, or Salesforce.
• Strong negotiation, objection-handling, and problem-solving skills.
• Self-motivated, target-oriented, and comfortable working independently.

Mandatory Requirements

• Minimum 1 year of relevant B2B sales/business development experience in accounting outsourcing.
• Hands-on experience selling accounting, bookkeeping, payroll, tax, or finance outsourcing services.
• Domestic voice process experience alone will not be considered relevant.
• Good communication skills.
• Comfortable working in Australian shifts starting at 5:00 AM onwards.

Key Skills

B2B Sales | Business Development | Accounting Outsourcing | Lead Generation | Client Acquisition | Bookkeeping Services | Australian Accounting | Payroll Outsourcing | Taxation Services | Financial Services | CRM Management | International Sales | Negotiation | Client Relationship Management

A Sales Executive is responsible for identifying potential customers, generating leads, promoting products or services, achieving sales targets of Home loan and Loan against property, maintaining client relationships, negotiating deals, and ensuring customer satisfaction. The role also involves market research, follow-ups, and preparing sales reports to support business growth.

Primary Responsibilities:

• Manage and grow the banking and investment relationships of High Net Worth (HNI) clients under the their portfolio.
• Increase CASA balances in the assigned portfolio through deepening existing relationships and acquiring new-to-bank (NTB) customers.
• Drive overall growth in liabilities and investment products within the HNI segment.
• Capture and maximize business opportunities through detailed client profiling in line with organizational processes (CRM).
• Develop and expand customer relationships for both liability and retail asset products.
• Inform clients about new products and enhancements to deepen and broaden banking relationships.
• Ensure portfolio profitability by cross-selling and up-selling across the Bank’s product suite.
• Manage segment-wise customer migration to enhance profitability and optimize service delivery.

Additional Responsibilities:

• Deliver a superior service experience that exceeds the expectations of clients.
• Proactively identify potential problem accounts and implement risk-mitigating strategies.
• Ensure customer migration across sub-segments is managed smoothly and aligned with Bank policies.
• Promote and drive usage of digital and alternate banking channels to improve client convenience and reduce operational costs.
• Accurately and consistently record all sales and client engagement activities in the CRM system.
• Ensure strict compliance with regulatory and internal policies, especially in customer onboarding and account management.
• Foster long-term client relationships through trust, transparency, and proactive engagement