Sales Executive

11 hours ago


Mp Nagar Bhopal Madhya Pradesh, India Ksquare Full time

**Key Responsibilities of Sales Executive**:

- **Follow-up with Client Leads**:

- Reach out to potential clients provided by the service team to understand their needs and requirements.
- Keep track of leads and ensure timely follow-up for conversions.
- Maintain a high level of client engagement and ensure a personalized approach to each client.
- **Attend Client Meetings**:

- Schedule and attend physical meetings with clients to discuss their financial goals.
- Present and explain the various products, including Mutual Funds, SIPs, Fixed Deposits, and Life Insurance in a clear and comprehensive manner.
- Address any questions or concerns the client may have, providing expert product knowledge and advice.
- **Provide Product Knowledge**:

- Demonstrate a deep understanding of the features, benefits, and suitability of different financial products.
- Advise clients on the best investment options based on their financial situation and goals.
- **Sales and Relationship Management**:

- Drive sales by recommending the most appropriate financial solutions.
- Build long-term relationships with clients to encourage loyalty and repeat business.
- Continuously update client information in CRM systems to maintain accurate records.
- **Achieve Sales Targets**:

- Meet or exceed sales targets and objectives set by the company.
- Monitor your performance and work towards continuous improvement in your sales approach.
- **Market Analysis**:

- Stay updated on market trends and changes in financial products to provide clients with the best advice.
- Be proactive in suggesting new investment opportunities and product offerings to clients.

**Job Types**: Full-time, Permanent

Pay: Up to ₹20,000.00 per month

**Benefits**:

- Health insurance

**Education**:

- Bachelor's (preferred)

**Experience**:

- total work: 2 years (required)
- Sales: 1 year (required)

**Language**:

- English (required)

Work Location: In person


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