Branch Sales Executive – BFSI
This is an open vacancy with one of our clients.
- Experience
- 0–4 years
- Where
- Bhopal
- Salary
- ₹3,50,000–₹7,00,000 per year
- Work mode
- On-site, Hybrid
- Employment type
- Full-time
- Qualifications
- Graduate / Postgraduate in a relevant discipline; relevant experience may be considered for some assignments
To apply you need a CV on file.
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About the role
One of our prestigious clients is hiring a Branch Sales Executive – BFSI to bring in new customers for financial products from a branch base. You will handle walk-in and referred customers, generate your own leads in the catchment, and see each sale through to completion. It is a practical first step into financial services sales with steady customer contact.
What you'll do
- Greet walk-in customers, understand what they need and recommend a suitable financial product.
- Build a local lead list through referrals, community contacts and calls to past enquirers.
- Explain product features, charges and terms clearly so customers can make an informed choice.
- Collect and check customer documents carefully before submitting applications for processing.
- Follow up on pending applications and keep customers informed of progress until closure.
- Record every interaction in the branch tracking system and review your numbers against sales goals.
What you'll bring
- 0–4 years of experience in sales or customer handling; freshers with strong communication are welcome.
- A graduate or postgraduate qualification in a relevant field; relevant experience may also count for some assignments.
- A friendly, persuasive manner and the confidence to start conversations with people you do not know.
- Reliability with paperwork and careful attention to detail on every customer application.
- The drive to work steadily towards sales goals as an active member of a branch team.
Good to have
- Prior experience in the BFSI sector, especially in branch banking or retail lending.
- Familiarity with basic KYC requirements that apply when opening financial products.
- Exposure to cross-selling additional products to an existing branch customer base.