Job Description: Business Development Executive (BDE)

Company: Patchy Future Success Facilitating Pvt Ltd
Industry: BSFI
Location: Lucknow (Uttar Pradesh)

About the Company

Patchy Future Success Facilitating Pvt Ltd is a growing organization dedicated to providing effective workforce and business solutions across industries. We are associated with leading private banks to strengthen their liability sales, customer acquisition, and financial product distribution, creating opportunities for career growth and development.

About the Role

As a Business Development Executive (BDE), you will be part of the frontline sales team responsible for customer acquisition and banking product sales. This role involves field sales, customer interaction, and achieving business targets.

You will play a crucial role in promoting banking and third-party financial products, conducting local marketing activities, and ensuring excellent customer service.

Key Responsibilities

• Sell banking and third-party products to new customers.
• Conduct daily field visits and marketing activities to meet prospective customers.
• Cross-sell products to existing customers and encourage more deposits.
• Achieve assigned daily, monthly, and quarterly sales targets.
• Ensure accurate customer interactions are recorded in the bank’s CRM system.
• Handle and resolve customer queries effectively.
• Complete all required certifications (e.g., AMFI, EUIN).
• Follow compliance, regulatory, and organizational guidelines strictly.
• Participate in learning programs and sales initiatives organized by the company.

Qualifications

• Education: Graduation from a recognized institute (Mandatory)
• Experience: Freshers can apply (Preferred)

Role Proficiencies

• Strong communication skills (English and local language).
• Good lead generation and conversion skills.
• High sales orientation with the ability to meet targets consistently.
• Ability to work under pressure and within deadlines.
• Team player with excellent interpersonal skills.
• Willingness to travel locally for customer meetings.
• Must own a compatible mobile device (Android/iOS).

Benefits

• Health Insurance
• Life Insurance
• Provident Fund

Schedule

• Monday to Friday

Compensation & Incentives

• Fixed Salary + Performance Bonus
• Yearly Bonus

Additional Information

• Ability to commute/relocate: Must be able to reliably commute or relocate before starting work.
• Training & Certification support provided by the company.
• Opportunities for career growth within banking & financial services sec

Education Level : Bachelor's Degree

Technical Education : N/A

Certificate : N/A

Industrial Certificate : Experience

Key Skills
Strong Communication & Presentation Abilities, Analytical Thinking For Market Trends, Time management & Multi-Tasking, Team Collaboration and Coordination

Other Skills
Time Management

• English - Reading, Writing, Speaking
• Hindi - Reading, Writing, Speaking