Retail Sales Executive

Roles and Responsibilities

• Manage client relationships through regular meetings, calls, and emails to identify their financial goals and provide tailored solutions.
• Generate revenue by selling various financial products such as mutual funds, insurance, wealth management services, etc. to high net worth individuals (HNIs) and retail clients.
• Identify new business opportunities through networking within the community or referrals from existing contacts.
• Maintain accurate records of sales activities using CRM software or other tools.
• Collaborate with internal teams to resolve customer queries and issues promptly.