Sales Executive – Financial Services

Location: Sector 1, Vaishali, Ghaziabad, Uttar Pradesh

Job Type: Full-Time

Working Hours: 10:00 AM – 7:00 PM

Salary: ₹12,000 – ₹20,000 per month + Performance-Based Incentives

Experience: 0–2 Years

Field Visits: Approximately 3–4 times per month, as required

About the Role

We are looking for a motivated and customer-focused Sales Executive to join our team in Vaishali, Ghaziabad.

The candidate will be responsible for handling incoming customer leads, communicating with prospective customers, understanding their financial requirements, explaining relevant processes and documentation, following up with leads, and converting qualified prospects into customers.

This is primarily an office-based position, with occasional field visits as required.

Key Responsibilities

- Handle incoming customer leads through phone calls and WhatsApp.
- Understand customer requirements and provide relevant information about financial services.
- Follow up regularly with new and existing leads.
- Explain eligibility, documentation, processes and other relevant requirements clearly to customers.
- Identify genuine and qualified prospects from incoming leads.
- Coordinate with the internal team for customer documentation and processing.
- Maintain accurate records of leads, follow-ups and customer communication.
- Build and maintain positive relationships with customers.
- Work towards achieving monthly sales and conversion targets.
- Respond to customer queries professionally and in a timely manner.
- Visit customers or business locations when required for meetings or document collection.
- Maintain confidentiality of customer information and documents.

Requirements




- 0–2 years of experience in sales, telecalling, customer handling, financial services or a related field.
- Freshers with good communication and convincing skills are welcome to apply.
- Good verbal communication skills in Hindi and English.
- Confident in speaking with customers over phone calls.
- Strong follow-up and customer relationship management skills.
- Basic knowledge of WhatsApp, Email, MS Office and Google Sheets.
- Ability to understand customer requirements and explain processes clearly.
- Positive attitude and willingness to learn.
- Comfortable working in a target-oriented environment.
- Candidates should be comfortable working from the office.

Preferred Skills
- Sales and lead conversion
- Customer relationship management
- Telecalling and follow-ups
- Customer handling
- Documentation handling
- Negotiation and convincing skills
- Communication and interpersonal skills
- Basic understanding of financial services

Compensation ₹12,000 – ₹20,000 per month + Performance-Based Incentives

Salary may vary based on the candidate's experience, skills and overall suitability for the role.

Work Location & Timings

Sector 1, Vaishali, Ghaziabad, Uttar Pradesh

Working Hours: 10:00 AM – 7:00 PM The position is primarily office-based, with approximately 3–4 field visits per month when required.

Who Should Apply?

We are looking for candidates who are confident communicating with customers, have positive follow-up skills, can handle leads professionally, and are comfortable working in a sales-oriented environment.

Freshers with strong communication and sales skills are encouraged to apply.

Pay: ₹12,000.00 - ₹20,000.00 per month

Work Location: In person

📌 Sales Executive (Ghaziabad)
🏢 Capital Care
📍 Ghaziabad