We are looking for an energetic and target-oriented Sales Executive to generate leads, acquire new customers, and sell financial products including loans and insurance policies.

The ideal candidate should have good communication and convincing skills, a customer-focused approach, and the ability to achieve monthly sales targets.

Responsibilities -

- Generate leads through cold calling, field visits, referrals, digital leads, and existing customer databases.
- Identify customer requirements and recommend suitable loan and insurance products.
- Sell products such as personal loans, business loans, home loans, vehicle loans, health insurance, life insurance, and other financial products.
- Contact prospective customers, explain product features, eligibility, interest rates/premiums, benefits, and documentation requirements.
- Follow up with leads regularly and convert them into successful applications/policies.
- Coordinate with customers, banks/NBFCs, insurance companies, and internal teams throughout the application process.
- Collect and verify required customer documents and ensure accurate submission.
- Maintain regular follow-up until loan disbursement / insurance policy issuance.
- Achieve assigned daily, weekly, and monthly sales targets.
- Maintain accurate records of leads, customer interactions, applications,



and conversions.
- Develop and maintain strong relationships with existing and prospective customers.
- Generate repeat business and referrals from existing customers.
- Stay updated on product offerings, pricing, eligibility criteria, and market trends.
- Ensure all sales activities comply with company policies and applicable regulatory requirements.
- Required SkillsExcellent communication and interpersonal skills.
- Strong sales, negotiation, and convincing abilities.
- Good customer-handling and relationship-management skills.
- Ability to work with sales targets and deadlines.
- Comfortable making outbound calls and conducting field visits.
- Basic knowledge of loans, banking products, and insurance is an advantage.
- Basic computer/MS Office and CRM knowledge.
- Positive attitude, self-motivation, and willingness to learn.
- EligibilityGraduate preferred; candidates with relevant sales experience may also be considered.
- 0–3 years of experience in sales, banking, NBFC, insurance, fintech, real estate, telecom, FMCG, or other customer-facing industries.
- Freshers with solid communication and sales aptitude can also apply.
- Two-wheeler and valid driving licence preferred for field-sales positions.

📌 Finance Executive (Nagpur)
🏢 Pathway Incorporation
📍 Nagpur