Branch Sales Executive

Job highlights

• Annual Bonus, PF, Travel Allowance (TA)Job Description
• Customer Acquisition: Pitch and sell banking and financial products (such as credit cards, loans, CASA accounts, or insurance) to walk-in and database-assigned leads.
• Lead Conversion: Follow up on inquiries, evaluate client eligibility, explain interest rates and terms, and close sales.
• Relationship Management: Maintain good rapport with existing bank customers to cross-sell additional services and deepen accounts.
• Reporting: Track daily sales pipelines, maintain CRM data, and submit performance reports to the branch manager.Show moreJob roleWork locationShhlok Business Centre, Ring Road, Udhana Darwaja, Aman Nagar, Surat, Gujarat, IndiaDepartmentBanking / Insurance / Financial ServicesRole / CategoryBanking/Loan SalesEmployment typeFull TimeShiftDay ShiftJob requirementsExperienceAny experienceEducationGraduateSkillsMutual funds, Current Account, Fixed Deposits, ULIP, Savings AccountEnglish levelBasic EnglishAge limit18 - 27 y

• Customer Acquisition: Pitch and sell banking and financial products (such as credit cards, loans, CASA accounts, or insurance) to walk-in and database-assigned leads. • Lead Conversion: Follow up on inquiries, evaluate client eligibility, explain interest rates and terms, and close sales. • Relationship Management: Maintain good rapport with existing bank customers to cross-sell additional services and deepen accounts. • Reporting: Track daily sales pipelines, maintain CRM data, and submit performance reports to the branch manager.