
Sales Executive
3 days ago
PositionSales ExecutiveCompany NameJIVANMARG FINSOLUTIONS PVT LTD
Location
Building name-Ganesh hights
2nd floor
Near deshmukh petrol pump nilanga Latur road nilanga _
Pin 413521SkillsGood understanding of banking products and customer service principles.GenderMale-Female
PrerequisitesMust have good hands on English and Hindi and local language will be an added advantage. Should be attentive and organized.Experience1-3 YearsWorking DaysMonday to Saturday
Job ProfileWe are looking for a motivated and results-driven Sales Executive to promote and sell banking products and services.
Roles & Responsibilities
- Promote and sell banking products such as loans.
- Identify potential customers through market research, cold calls, field visits, and referrals.
- Maintain strong relationships with existing customers and ensure high levels of customer satisfaction.
- Meet and exceed monthly and quarterly sales targets.
- Assist customers with logins and documentation
- Coordinate with internal teams to ensure smooth service delivery and post-sale support.
- Stay updated on competitor products, market trends, and customer preferences.
- Ensure compliance with all KYC, AML, and other regulatory requirements.
Participate in marketing campaigns, roadshows, and promotional events to enhance product reach.
Coordinate travel arrangements, accommodations, and itineraries
- Organize and maintain physical and digital files and records
- Help prepare reports, presentations, and other necessary documentation
- Maintain confidentiality of sensitive information and ensure proper documentation practices
- Manage follow-ups and reminders for meetings, deadlines, and important tasks
Qualification and skills
- 13 years of experience in sales (preferably in banking, financial services, or insurance).
- Strong communication and interpersonal skills.
- Proven ability to meet and exceed sales targets.
- Good understanding of banking products and customer service principles.
- Self-motivated, target-oriented, and customer-focused.
- Proficiency in MS Office and CRM tools.
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