- Identify and acquire potential individual and business clients.
- Promote Home Loans, Insurance, and Mutual Funds.
- Conduct market research and competitor analysis.
- Understand client needs and suggest suitable financial products.
- Achieve monthly sales targets.
- Assist with applications and documentation.
- Coordinate with internal teams for loan disbursement and investment setup.
- Ensure compliance with financial regulations.
- Maintain client relationships and handle queries.
- Generate repeat business through cross-selling and up-selling.
📌 Sales Executive (Surat)
🏢 Jisha Enterprise Private
📍 Surat
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