The Financial Sales Executive will manage the complete sales cycle from prospecting and pitching to closing and post-sales support. You will build lasting client relationships, identify financial needs, and recommend suitable products and solutions.
Role & responsibilities
- Identify and prospect recent clients through networking and referrals
- Present and recommend appropriate financial products and services
- Provide post-sales support and build long-term client relationships
- Stay current on market trends, regulatory changes, and new product offering
- Meet sales targets and maintain accurate client interaction records
- Coordinate with internal teams for smooth client onboarding
Preferred candidate profile
- Bachelor's degree in Finance, Business, Economics, or a related field (preferred)
- Minimum 1 year experience in financial services or wealth management NISM or relevant financial sales certifications are an advantage
- Strong communication, presentation, and negotiation skills Demonstrated ability to build and maintain client relationships
- Proficient in CRM tools and MS Office
- Self-motivated, target-oriented, and comfortable in a fast-paced on-site environment