Sales Executive

2 weeks ago


Mp Nagar Bhopal Madhya Pradesh, India Ksquare Full time ₹ 1,20,000 - ₹ 1,80,000 per year

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 ₹15,000.00 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

Expected Start Date: 06/08/2025


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