Financial Sales Executive

1 week ago


Ahmedabad, Gujarat, India Keastox Best Stock Broking Services in Ahmedabad Full time

Company Overview

Keastox Stock Broking Services is an expert in providing investment advice for various financial areas like EQUITY, COMMODITY, CURRENCY, MUTUAL FUND, SIP, INSURANCE, and BUSINESS LOAN. We strive to offer top-notch guidance to our clients and are easily reachable through our office in Ahmedabad.

Position Summary

This is a full-time position at our office in Ahmedabad for a Financial Sales Executive. The individual in this role will handle the day-to-day responsibilities of selling financial services, achieving sales goals, and devising sales strategies.

Key Responsibilities

  • Identify potential clients using various methods like networking, referrals, cold calling, and attending industry events.
  • Conduct thorough needs assessments to grasp clients' financial objectives, risk appetite, and investment goals.
  • Suggest suitable financial products and services tailored to each client's specific requirements and situation.
  • Create and deliver engaging presentations highlighting the benefits of our services.
  • Negotiate deals with clients while ensuring compliance with company guidelines and industry regulations.
  • Nurture existing client relationships by offering continuous support.
  • Exceed sales targets through effective prospecting and closing strategies.
  • Stay informed about industry trends, financial laws, and new product offerings.
  • Prepare and submit accurate sales documentation and reports.

Requirements

  • Preferably a Bachelor's degree in Finance or a related field.
  • Minimum of 2 years of sales experience, ideally in financial services.
  • Thorough understanding of financial products and services.
  • Strong communication, presentation, and relationship-building skills.
  • Track record of meeting and surpassing sales targets.
  • Good analytical and problem-solving abilities.
  • Excellent time management and organizational skills.
  • Self-motivated with the ability to work both independently and collaboratively.
  • Proficiency in Microsoft Office tools.

Compensation

Salary is negotiable based on qualifications and experience.

We are looking for a candidate who can work autonomously, pays attention to detail, and exhibits strong analytical skills.



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