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 (India)
🏢 Jisha Enterprise Private
📍 India
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