Sales Executive (BFSI)

Job title: Sales Executive (BFSI)

Location: Surat, Gujarat
Experience: 1–3 years of experience in BFSI sales preferred.

Roles& Responsibilities

• Identify, acquire, and manage clients for financial products such as: Loans (Personal, Home, Business, etc.), Mutual Funds & SIPs, Insurance (Life, Health, General), Retirement Planning Solutions, Wealth Management Services
• Understand customer financial needs and provide tailored solutions.
• Conduct financial planning discussions and guide clients with suitable investment options.
• Achieve monthly/quarterly business targets aligned with company goals.
• Build and maintain strong client relationships through regular follow-ups and advisory.
• Stay updated with market trends, regulatory changes, and BFSI industry developments.
• Maintain proper documentation and ensure compliance with company and regulatory guidelines.

Qualifications & Skills

• Bachelor's degree in business administration, marketing, finance, or a related field.
• Strong knowledge of financial products, investment planning, and wealth management.
• Excellent communication, and relationship-building skills.
• Self-motivated and target-driven with a customer-first approach.
• Active Listening.
• Strong interpersonal skills.
• Lead generation

Job Type: Full-time

Pay: ₹20,000.00 - ₹30,000.00 per month

Experience:

• BFSI sales: 3 years (Required)

Work Location: In person