Job Purpose The Sales Executive (Finance) is responsible for driving revenue growth by acquiring new clients and cross-selling financial products and services—such as personal/corporate loans, credit cards, insurance policies, wealth management solutions, or SME funding. This role requires strong relationship-building skills, market prospecting, and a clear understanding of client financial needs to deliver tailored financial solutions while adhering to compliance and risk management standards.

Key ResponsibilitiesBusiness Development & Lead Generation

- Identify, prospect, and acquire new retail or corporate clients through cold calling, networking, field visits, and referral channels.
- Pitch suitable financial products (e.g., loans, credit cards, investment plans, insurance, corporate accounts) based on prospective clients' financial profiles and needs.
- Convert inbound inquiries and marketing leads into active, long-term clients.

Client Relationship & Portfolio Management

- Build and maintain strong, trust-based relationships with existing clients to ensure high retention and satisfaction rates.
- Conduct financial needs assessments for clients and recommend customized financial products.
- Cross-sell and up-sell supplementary financial products to expand client account value.

Documentation & Compliance

- Collect, verify, and process complete client KYC (Know Your Customer) documents, financial statements, and application forms.
- Coordinate with internal credit risk, underwriting,



and compliance teams to facilitate fast approval and disbursement processes.
- Ensure strict adherence to regulatory guidelines, anti-money laundering (AML) policies, and company ethical standards.

Market Tracking & Sales Operations

- Achieve and consistently exceed monthly and quarterly sales targets and key performance indicators (KPIs).
- Track competitor offerings, prevailing market trends, and interest rate updates to refine sales strategies.
- Maintain accurate, up-to-date client records, pipeline tracking, and sales activity logs in the CRM system.

Qualifications & Requirements

- Education: Bachelor’s degree in Finance, Business Administration, Economics, Marketing, or a related field.
- Experience: 1–3 years of proven sales experience in banking, NBFCs, insurance, wealth management, or financial services.
- Technical Skills & Certifications:
- Knowledge of financial products, lending metrics, interest calculations, and credit evaluation basics.
- Proficiency in CRM software (e.g., Salesforce, Zoho CRM) and Microsoft Excel.
- Relevant financial sales certifications (e.g., NISM, AMFI, or Insurance IRDAI certification) are an advantage.
- Key Skills:
- Outstanding persuasive, negotiation, and interpersonal communication skills.
- Strong numerical aptitude and financial literacy.
- Self-driven and target-oriented mindset with the ability to perform in a rapid-paced environment.

Pay: ₹20,000.00 - ₹25,000.00 per month

Work Location: In person

📌 Sales Executive : Finance (Amravati)
🏢 Radhika Provision
📍 Amravati