Sales Executive – Investment Products

Total years of Experience: 1 to 2 years

Key Responsibilities

• Build and maintain strong, long-term relationships with new and existing clients.
• Serve as the primary point of contact for assigned customers and respond to inquiries in a timely and professional manner.
• Understand customer needs and recommend suitable products or services to meet their requirements.
• Achieve assigned sales, revenue, and customer retention targets.
• Conduct regular follow-ups to ensure high levels of customer satisfaction and service quality.
• Coordinate with internal teams to ensure smooth customer onboarding and effective service delivery.
• Maintain accurate and up-to-date records of client interactions, transactions and reports in CRM systems.
• Identify opportunities for upselling and cross-selling to maximize customer value.
• Handle and resolve client complaints efficiently, ensuring timely and satisfactory closure.
• Stay informed about company products, market trends and competitor activities.

Job Type: Full-time

Pay: ₹18,000.00 - ₹25,000.00 per month

Work Location: In person