Role & responsibilities:
- Source and generate leads for insurance, fixed/term deposits, and mutual fund products
- Cross-sell and upsell financial products to existing customers
- Conduct customer meetings, financial need analysis, and product pitching
- Achieve monthly sales targets and revenue goals
- Maintain solid relationships with customers to ensure repeat business and referrals
- Coordinate with product teams and ensure smooth end-to-end transaction closure
- Ensure compliance with regulatory guidelines and proper documentation
- Track and report sales performance and pipeline regularly