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Bank Sales Executive

Chennai
Full-Time
Junior: 1 to 3 years
Posted on Mar 21 2025

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About the Job

Skills

CRM software
Salesforce
Consumer banking knowledge
Cross-selling techniques
Leadership in product presentations
Data-driven sales strategies
Customer segmentation analysis
Negotiation skills

Company OverviewIsoftronics, based in Chennai, is a leading provider in the IT Services and IT Consulting industry. With a team size of 11-50, we specialize in delivering technology solutions and strategic IT consulting to businesses, ensuring smooth and efficient operations. Visit our website at https://isoftronics.co.in/ for more information.


Job OverviewWe are seeking a proactive Bank Sales Executive to join our team at Isoftronics in Chennai. This is a full-time, junior-level position that requires 1 to 3 years of experience. The ideal candidate will possess excellent sales skills and a strong understanding of CRM software, Salesforce, and consumer banking to drive sales effectively.


  • Qualifications and SkillsExtensive experience and proficiency in CRM software such as Salesforce (Mandatory skill).
  • Strong consumer banking knowledge to understand client needs and deliver tailored solutions (Mandatory skill).
  • Proven track record of executing cross-selling techniques to enhance sales and revenue.
  • Leadership abilities to effectively conduct product presentations and engage potential clients.
  • Competence in data-driven sales strategies to improve decision-making processes.
  • Expertise in customer segmentation analysis to identify and target potential sales opportunities.
  • Excellent negotiation skills to ensure beneficial terms for both clients and the company.
  • Ability to build and maintain strong relationships with clients to ensure long-term success.


  • Roles and ResponsibilitiesIdentify potential clients by evaluating their banking needs and presenting suitable solutions.
  • Maintain up-to-date knowledge of banking products and services to provide comprehensive information to clients.
  • Utilize CRM software to track client interactions and maintain detailed client records.
  • Collaborate with the marketing team to develop strategies and enhance client acquisition.
  • Conduct product presentations and demonstrations to inform and acquire potential clients.
  • Implement cross-selling techniques to enhance sales and drive revenue growth.
  • Negotiate terms and conditions effectively to close sales and meet targets.
  • Foster strong relationships with existing clients to ensure client retention and satisfaction.

About the company

IT Service: IT services refer to the delivery and management of technology solutions, infrastructure, and support to help businesses and organizations maintain smooth, efficient operations. These services are typically provided by specialized IT service providers and can be categorized into different areas IT Consulting: IT consulting involves providing expert advice to organizations on how ...Show More

Industry

IT Services and IT Consul...

Company Size

11-50 Employees

Headquarter

Chennai

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