Posted May 18, 2026 264 views
Fulcrum Pvt Ltd is looking for a motivated Business Sales Executive to join our dynamic team. The successful candidate will focus on acquiring new customers within the branch's catchment area by promoting and marketing the banks range of products and services. This role requires a strong ability to develop business opportunities and foster lasting customer relationships. The Executive will play a key role in increasing the branchs low-cost deposits by understanding customer needs and offering tailored banking solutions.
The Business Sales Executive does not manage a team but works independently to develop and maintain a healthy sales pipeline. The role demands excellent verbal communication skills and proficiency with customer relationship management tools such as Salesforce. The ideal candidate thrives in a fast-paced environment, shows initiative in business development, and contributes directly to the financial growth of the branch through effective sales strategies and customer engagement.
Responsibilities
- Identify and acquire new-to-bank customers within the branch catchment area by actively marketing the banks products and services.
- Develop and implement sales strategies that align with branch targets and enhance customer acquisition.
- Build and maintain strong relationships with customers, understanding their banking needs and providing appropriate product recommendations.
- Manage and maintain a robust sales pipeline to ensure consistent business growth and achievement of sales goals.
- Collaborate with the branch team to support marketing initiatives and customer outreach programs.
- Use CRM tools like Salesforce to track customer interactions, sales activities, and forecast potential business opportunities.
- Provide feedback on customer preferences, market trends, and competitive offerings to help refine sales strategies.
- Conduct regular follow-ups with prospects to convert leads into customers and ensure customer satisfaction.
- Demonstrate strong verbal communication skills to effectively present and negotiate banking products and services.
- Maintain up-to-date knowledge of the banks product suite and industry developments to serve customers effectively.
Skills
Fulcrum Pvt Ltd
Fulcrum is an ISO 9001-2008 certified Business Consulting Services Company. We offer customers the following services (Human Capital Development and Management Solutions, Business Process Outsourcing, Executive Search, Training and Development and Information Technology) which encompass continuum of essential business services to meet their needs throughout the business cycle and help organizations focus on their strategic initiative.
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