Sales Executive – Finance Sales

Job Description:

Job Summary:

We are looking for a motivated and target-driven Sales Executive to join our team. The candidate will be responsible for selling and promoting financial and investment products while building strong customer relationships.

Key Responsibilities:

Sell and promote Insurance, Mutual Funds, Equity Investment Products, and Broking Services.

Generate leads through calls, references, and inquiries.

Understand customer investment needs and provide suitable financial solutions.

Maintain accurate records of customer interactions and transactions.

Build and maintain long-term relationships with clients.

Coordinate with internal teams for smooth account opening and trade execution.

Skills & Requirements:

1–3 years of experience in financial product sales.

Knowledge of insurance, mutual funds, equity markets, and broking.

Strong communication, persuasion, and negotiation skills.

Ability to work in a target-oriented environment.

Good customer handling and follow-up skills.

Basic computer knowledge.

Self-driven and performance-focused attitude.