Job Overview We are looking for a motivated and customer-friendly Financial Services Executive to join our team. In this role, you will help clients secure their financial future by selling a wide range of financial products, including loans, insurance policies, and investment plans.

Key Responsibilities Customer Guidance: Understand clients' financial goals and recommend the right products (e.g., life/health insurance, personal/home loans, mutual funds). Sales & Growth: Meet monthly sales targets by finding new clients and following up on leads.

Relationship Building: Maintain strong relationships with existing customers to encourage repeat business and referrals.

Documentation: Assist clients with paperwork, application forms, and background checks for smooth processing.

Requirements High school diploma or a degree in Business, Finance, or a related field. Robust communication and convincing skills. Basic understanding of banking, insurance, and loan processes. A positive, target-driven attitude.

📌 Sales Executive (Indore)
🏢 Aio Solutions Info Tech
📍 Indore