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 recent clients and following up on leads.
Relationship Building: Maintain robust 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.
Solid 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