Sales executive

Job Description

Identify and approach potential clients to promote financial products and services.

Develop and maintain strong relationships with existing customers.

Educate clients on financial products such as loans, investment plans, insurance, and credit services.

Assess clients’ financial needs and recommend suitable products.

Achieve and exceed sales targets set by the company.

Maintain accurate records of customer interactions and transactions in CRM software.

Provide exceptional customer service and follow up with clients regularly.

Stay updated on financial market trends, company products, and competitors.

Collaborate with the marketing and operations team to enhance sales strategies.

Ensure compliance with all financial regulations and company policies