Company Description Servicely is a growing organization focused on delivering streamlined, customer-centric solutions in the financial services space. The company emphasizes efficiency, transparency, and the use of contemporary technology to simplify complex financial processes. Team members collaborate remotely, using digital tools and data-driven insights to serve clients across diverse markets. Servicely values professional development, ethical business practices, and measurable results. Joining Servicely offers the opportunity to contribute to an evolving environment where performance and client satisfaction are central.
Role Description The Financial Sales Executive is a full-time remote role responsible for driving revenue growth by promoting and selling financial services and solutions to new and existing clients. Day-to-day tasks include identifying and qualifying prospects, conducting virtual meetings and presentations, and understanding client needs to recommend appropriate financial products. The role involves preparing proposals, negotiating terms,



and closing sales while ensuring compliance with industry regulations and internal policies. The Financial Sales Executive will collaborate with internal teams to support onboarding and account management, maintain accurate records in CRM systems, and track sales performance against targets. Regular communication with stakeholders and proactive follow-up are key to building long-term, trust-based client relationships.
Qualifications

Candidates should possess strong Finance and Sales Finance skills to understand financial products, pricing, and profitability.
Candidates should possess experience in Financial Services to navigate industry practices, compliance requirements, and client needs.
Candidates should possess effective Communication and Sales skills to build rapport, present solutions, and close deals.
Candidates should possess proficiency with CRM tools and basic data analysis to manage pipelines and track p

📌 Financial Sales Executive (India)
🏢 Servicely
📍 India