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 recent 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.
- Strong communication and convincing skills.
- Basic understanding of banking, insurance, and loan processes.
- A positive, target-driven attitude.