Sales Executive - Financial Products

ecH-aaR Manpower Solutions; Ballari District; On-site; INR 250,000 - 420,000; Full time

Job summary

ecH-aaR Manpower Solutions in Karnataka seeks a motivated Sales Executive to promote a range of financial products including demat accounts, life insurance, CASA, loans, and mortgages. The role focuses on direct sales and building trusted client relationships.

You will conduct presentations, reach targets, collaborate with marketing, and stay updated on industry trends to identify opportunities. Strong communication and CRM experience are essential.

Qualifications

• Experience in selling financial products such as demat accounts, life insurance, CASA, home loans, and mortgages.
• Proven track record in direct sales and maintaining client relationships.
• Excellent communication and interpersonal skills.

Responsibilities

• Identify and pursue new sales opportunities in financial products.
• Build and maintain strong client relationships for satisfaction and retention.
• Conduct presentations and product demonstrations to potential clients.
• Collaborate with marketing to develop promotional strategies and campaigns.
• Stay updated on industry trends and competitor activities to identify opportunities.
• Meet and exceed sales targets and performance metrics.

Skills

Financial products knowledge

Direct sales

Client relationship management

Communication

Teamwork

Analytical thinking

Job description

We are seeking a motivated and results-driven Sales Executive to join our team in Karnataka. The ideal candidate will be responsible for promoting and selling a range of financial products, including demat accounts, life insurance, CASA (Current Account and Savings Account), liability products, home loans, and mortgage loans. This role requires a strong focus on direct sales and the ability to engage with clients effectively to understand their financial needs and provide suitable solutions.

Key Responsibilities:

• Identify and pursue new sales opportunities in the financial products sector.
• Build and maintain strong relationships with clients to ensure customer satisfaction and retention.
• Conduct presentations and product demonstrations to potential clients.
• Collaborate with the marketing team to develop promotional strategies and campaigns.
• Stay updated on industry trends and competitor activities to identify new business opportunities.
• Meet and exceed sales targets and performance metrics.

Required Skills:

• Strong knowledge of financial products, including demat accounts, life insurance, CASA, and home loans.
• Proven experience in direct sales and customer relationship management.
• Excellent communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Strong analytical and problem-solving abilities.