We are seeking a motivated and results-driven Sales Executive specializing in Retail Liabilities to join our dynamic team in Maharashtra. The ideal candidate will have a strong background in field sales, particularly in the areas of current accounts, savings accounts, and CASA products. As a Sales Executive, you will be responsible for driving sales growth and expanding our customer base by effectively promoting our retail liabilities products, including mutual funds and portfolio management services.

Key Responsibilities

- Identify and engage potential clients to promote retail liabilities products, including current accounts, savings accounts, and CASA.
- Conduct field sales activities to generate leads and convert them into sales.
- Build and maintain strong relationships with high-net-worth individuals (HNI) and other clients to understand their financial needs and provide tailored solutions.
- Collaborate with the marketing team to develop promotional strategies and campaigns to enhance product visibility.




- Achieve sales targets and contribute to the overall growth of the organization.
- Provide exceptional customer service and support to clients throughout the sales process.

Required Skills

- Proven experience in field sales, particularly in retail liabilities and financial products.
- Solid understanding of current accounts, savings accounts, CASA, and mutual funds.
- Excellent communication and interpersonal skills to effectively engage with clients.
- Ability to work independently and as part of a team to achieve sales goals.
- Strong analytical and problem-solving skills to assess client needs and provide appropriate solutions. If you are passionate about sales and have a keen interest in financial products, we encourage you to apply for this exciting opportunity to grow your career in the banking and finance sector.

Industry

Banking

Department

Sales / BD

📌 Sales Executive - Retail Liabilities (Pune)
🏢 Dreams Solutions
📍 Pune