Sales and Marketing Executive

2 weeks ago


Fraser Road Patna, India Karoli Financial Services Full time ₹ 80,000 - ₹ 1,20,000 per year

Job Responsibilities:


• Conduct field visits to meet potential clients and promote financial products such as Insurance, Mutual Funds, and Demat Accounts.


• Generate new leads through direct marketing, referrals, and networking.


• Explain company services and offers to clients in person.


• Open Demat and Trading Accounts for interested clients.


• Maintain regular follow-ups with clients to ensure satisfaction and repeat business.


• Achieve monthly sales and marketing targets set by the company.


• Distribute marketing materials and represent the company in field campaigns or promotional events.


• Report daily field activity, leads generated, and client updates to the manager.


• Build and maintain a strong relationship with customers for long-term business growth.

Required Skills:


• Strong communication, presentation, and negotiation skills.


• Confidence in approaching and convincing new clients.


• Basic understanding of financial products and services (training will be provided).


• Self-motivated and target-oriented.


• Willingness to work in the field.

Qualification:


• Minimum 12th pass / Graduate (any stream).


• Experience: 0–2 years in field sales or marketing (Freshers can also apply).


• Two-wheeler and smartphone preferred.


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