Sales Executive

Key Responsibilities of Sales Executive:

• Follow-up with Client Leads:
• Reach out to potential clients provided by the service team to understand their needs and requirements.
• Keep track of leads and ensure timely follow-up for conversions.
• Maintain a high level of client engagement and ensure a personalized approach to each client.
• Attend Client Meetings:
• Schedule and attend physical meetings with clients to discuss their financial goals.
• Present and explain the various products, including Mutual Funds, SIPs, Fixed Deposits, and Life Insurance in a clear and comprehensive manner.
• Address any questions or concerns the client may have, providing expert product knowledge and advice.
• Provide Product Knowledge:
• Demonstrate a deep understanding of the features, benefits, and suitability of different financial products.
• Advise clients on the best investment options based on their financial situation and goals.
• Sales and Relationship Management:
• Drive sales by recommending the most appropriate financial solutions.
• Build long-term relationships with clients to encourage loyalty and repeat business.
• Continuously update client information in CRM systems to maintain accurate records.
• Achieve Sales Targets:
• Meet or exceed sales targets and objectives set by the company.
• Monitor your performance and work towards continuous improvement in your sales approach.
• Market Analysis:
• Stay updated on market trends and changes in financial products to provide clients with the best advice.
• Be proactive in suggesting new investment opportunities and product offerings to clients.

Job Types: Full-time, Permanent

Pay: Up to ₹15,000.00 per month

Benefits:

• Health insurance

Education:

• Bachelor's (Preferred)

Experience:

• total work: 2 years (Required)
• Sales: 1 year (Required)

Language:

• English (Required)

Work Location: In person

Expected Start Date: 06/08/2025