Needed Skills for sales executive For a Sales Executive role—especially in a financial services company like yours (loans: personal, home, car)—the skills should cover communication, sales ability, and customer handling.

Here are the key skills you should look for: 1.

Communication Skills

Clear and confident speaking (Hindi, English, Marathi preferred) Ability to explain loan products in simple terms Good listening skills to understand customer needs 2. Sales & Persuasion Skills Convincing ability to close deals Negotiation skills Target-oriented mindset 3.

Product Knowledge

Understanding of loan products (personal loan, home loan, car loan) Basic knowledge of interest rates, EMI, eligibility 4.

Customer Handling

Building trust with customers Handling objections and queries Follow-up skills 5.

Lead Generation Skills

Ability to find new customers (field work, calls, references) Cold calling and networking 6.

Time Management

Managing multiple clients Meeting deadlines and targets 7.

Basic Computer

Skills MS Excel / CRM usage Data entry and maintaining records 8.

Field Work Readiness

Willingness to travel Meeting clients, collecting documents 9.

Positive Attitude

Self-motivated Energetic and confident personality 10.

Teamwork

Coordination with backend and banks Supporting team targets If you want, I can also: Create a short JD () for WhatsApp hiring Give interview questions answers for Sales Executive Make a candidate evaluation sheet Just tell me ? for sales executive and including skills also Here’s a professional (JD) for a Sales Executive role in your financial services company, including required skills: Job Title: Sales Executive Company Name:



IMONEY POWER FINANCIAL SERVICES Job Location: Pune Job Summary: We are looking for a dynamic and target-driven Sales Executive to promote and sell financial products such as Personal Loans, Home Loans, and Car Loans. The candidate will be responsible for generating leads, handling customers, and achieving sales targets.

Key Responsibilities: Generate leads through calls, references, and field work Explain loan products to customers and suggest suitable options Handle customer queries and provide proper guidance Collect and verify customer documents Coordinate with banks and internal team for loan processing Follow up with customers for approvals and disbursement Maintain daily sales reports and records Achieve monthly sales targets Required Skills: 1.

Communication Skills

Good verbal and interpersonal communication Ability to explain financial products clearly 2. Sales & Convincing Skills Solid negotiation and closing skills Target-oriented approach 3.

Customer Handling

Ability to build trust and maintain relationships Handling objections and problem-solving 4.

Product Knowledge

Basic understanding of loan products (PL, HL, Car Loan) Willingness to learn financial concepts 5.

Lead Generation

Cold calling and reference generation Networking skills 6.

Time Management

Ability to manage multiple clients and deadlines 7.

Basic Computer

Knowledge MS Excel, data entry, CRM handling 8.

Field Work Readiness

Willing to travel and meet clients Eligibility Criteria: Minimum Qualification: 12th Pass / Graduate Experience: Fresher or Experienced in Sales (preferred) Language: Hindi, English, Marathi Salary &

Benefits: Fixed Salary Attractive Incentives Performance-based growth Training & Development

📌 Sales Executive (Pune)
🏢 Imoneypower
📍 Pune