We are looking for a highly motivated and result-oriented Sales Executive to drive business growth in the finance sector. The ideal candidate will be responsible for generating leads, acquiring current clients, building strong relationships, and promoting financial products and services to individuals, SMEs, and corporate clients.
Key Responsibilities
Identify and acquire recent customers through field sales, referrals, networking, and digital channels.
Generate and qualify leads for financial products and services.
Understand client financial requirements and recommend suitable solutions.
Conduct client meetings, presentations, and product demonstrations.
Maintain solid relationships with existing clients to ensure customer retention and repeat business.
Achieve monthly and quarterly sales targets.
Coordinate with internal teams for onboarding, documentation, and customer support.
Maintain accurate records of sales activities and customer interactions in CRM systems.
Stay updated on market trends, financial products, competitor offerings, and industry regulations.
Products/Services to Sell
Business Loans
Personal Loans
Home Loans
Working Capital Finance
Insurance Products
Investment Solutions
Wealth Management Services
Financial Advisory Services