Finance Sales Executive

We are looking for a motivated and target-oriented Finance Sales Executive to promote financial products and services, generate leads, acquire new customers, and achieve sales targets.

Key Responsibilities

• Generate leads through field visits, telecalling, references, and other channels.
• Promote and sell financial products such as loans, credit cards, insurance, or other financial services.
• Identify potential customers and understand their financial requirements.
• Explain product features, eligibility criteria, interest rates, charges, and terms clearly.
• Follow up with prospective customers and convert leads into successful applications.
• Collect and verify required customer documents.
• Coordinate with internal teams for application processing and approval.
• Maintain regular follow-ups with customers throughout the sales process.
• Achieve daily, weekly, and monthly sales targets.
• Maintain accurate customer and sales records.
• Prepare and submit regular sales reports to the supervisor.
• Ensure all sales activities comply with company policies and procedures.
• Maintain good relationships with existing and prospective customers.

Required Skills

• Good communication and interpersonal skills.
• Strong convincing and negotiation abilities.
• Customer-oriented and professional approach.
• Good follow-up and relationship-building skills.
• Target-oriented and self-motivated.
• Basic knowledge of financial products and services.
• Basic computer knowledge and MS Excel skills.
• Ability to work independently as well as in a team.
• Willingness to travel for field sales, if required.

Candidate Profile

• 12th Pass / Graduate.
• Candidates with experience in banking, NBFC, insurance, loans, credit cards, or financial sales will be preferred.
• Comfortable working with sales targets.
• Field-sales experience is preferred for field-based roles.

Pay: ₹20,000.00 - ₹25,000.00 per month

Benefits:

• Provident Fund

Work Location: In person