- Handle sales activities at the branch and generate recent business opportunities.
- Meet customers and understand their financial requirements.
- Explain and recommend suitable financial plans and investment products to clients.
- Convert leads into customers and achieve assigned sales targets.
- Build and maintain strong relationships with existing and prospective clients.
- Follow up with customers regarding enquiries, documentation and product requirements.
- Coordinate with the branch team for smooth processing of applications and customer servicing.
- Maintain accurate records of leads, sales and customer interactions.
- Participate in branch-level promotional and customer engagement activities.
📌 Sales Executive (Kangra)
🏢 Bajaj Capital
📍 Kangra
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