financial sales executive

O3Hire

As a Field Sales Executive in the DFS channel, you&rsquo;ll be responsible for driving revenue growth through direct customer engagement in assigned territories. This role demands high energy, strong interpersonal skills, and a results-driven mindset to convert leads into loyal customers.Key Responsibilities<ul><li>Customer Acquisition: Identify and onboard new customers through field visits, referrals, and local activations.</li><li>Sales Execution: Pitch products effectively, conduct demos, and close deals to meet monthly sales targets.</li><li>Territory Management: Plan daily routes, optimize coverage, and maintain a strong presence in high-potential areas.</li><li>Relationship Building: Foster long-term relationships with retailers, channel partners, and end customers.</li><li>Market Intelligence: Gather insights on competitor activities, pricing, and customer preferences.</li></ul>Job Type: Full-timePay: &#8377;15,000.00 per monthBenefits:<ul><li>Health insurance</li><li>Provident Fund</li></ul>Education:<ul><li>Bachelor's (Required)</li></ul>Experience:<ul><li>Field sales: 1 year (Preferred)</li></ul>Work Location: In person

Financial Sales Executive

Usurp HRTech solutions pvt Ltd

Position: Sales Executive- Insurance (Defense Segment Focus) Company: DhanRaksha Wealth Advisory Website: www.dhanraksha.com Location: Prestige Meridian, MG Road, Bangalore Job Type: Full-Time | On-site | 6 Days a WeekAbout DhanRaksha: At DhanRaksha, we are trusted financial partners for ex-defense personnel, doctors, educators, and professionals who have spent their lives serving others. With over 700 families across India placing their trust in us, our mission is to provide ethical, transparent, and personalized wealth management solutions that ensure lifelong financial security.About the Role: We are seeking a dynamic Sales Executive with a strong insurance sales background to join our Bengaluru team. The role involves interacting directly with ex-defense personnel and their families, helping them understand and secure financial products tailored to their needs. This is a field-based role involving frequent travel within Bangalore to Army and Air Force regiments.Key Responsibilities: 1. Lead Generation &amp; Client Interaction &#9679; Visit Indian Army and Air Force regiments across Bengaluru for financial awareness sessions. &#9679; Identify potential clients from attendance sheets post-lectures conducted by our Founder, Mr. Pranav Chabaria. &#9679; Reach out to prospective clients over phone or in person to understand their financial and insurance needs. &#9679; Present suitable insurance and wealth advisory solutions ethically and transparently.2. Sales Conversion &amp; Documentation &#9679; Guide clients through proposal filling, documentation, and KYC (PAN, Aadhaar, etc.). &#9679; Support in premium/payment collection while ensuring compliance with company and IRDAI guidelines. &#9679; Achieve monthly sales targets through consultative and relationship-based selling.3. Post-Sales Service &amp; Relationship Management &#9679; Deliver finalized policy/bond documents to clients personally. &#9679; Ensure timely post-sale registration and accurate CRM updates. &#9679; Maintain long-term relationships to drive renewals and referrals.Requirements: &#10004; Minimum 1 year of sales experience (Insurance or Financial Services preferred). &#10004; Sales background is mandatory. &#10004; Fluency in Hindi, English, and Kannada is required. &#10004; Must own a bike and have a valid driving license for travel within Bengaluru. &#10004; Must have a laptop for client documentation and CRM updates. &#10004; Comfortable with frequent travel within Bengaluru and defense establishments. &#10004; Strong communication and relationship-building skills.Why Join DhanRaksha? &#10142; Opportunity to serve those who have served the nation &mdash; ex-defense clients. &#10142; Ethical sales approach &mdash; no product pushing, only need-based solutions. &#10142; Attractive fixed pay with high incentive potential. &#10142; Transparent and growth-oriented workplace culture. &#10142; Be part of a rapidly expanding team with a 90%+ client retention rate.Interested candidates can also share their resume with &ldquo;NAME&mdash;Applying for the role of Sales Executive at Dhanraksha&rdquo; in the subject line at hiring@usurp.techJob Type: Full-timePay: &#8377;20,000.00 - &#8377;40,000.00 per monthBenefits:<ul><li>Cell phone reimbursement</li><li>Food provided</li><li>Paid sick time</li><li>Paid time off</li></ul>Application Question(s):<ul><li>How many years of experience do you have in Insurance Sales?</li><li>What is your notice period?</li><li>What is your current/previous CTC (Monthly in hand salary)?</li><li>Do you have your own vehicle to travel?</li><li>Do you speak Hindi?</li><li>Do you speak Kannada?</li><li>Are you comfortable with MG Road location? (0ffice location)</li></ul>Work Location: In person

Sales Executive (Insurance)

Forex Beginner Club

Job Title: Forex Trading Sales ExecutiveCompany: Forex Beginners ClubLocation: Dubai, UAEType: Full-TimeABOUT USForex Beginners Club is one of the leading forex education and mentorship platforms, helping individuals learn, practice, and trade confidently in global markets.We empower beginners to become skilled traders through structured programs, expert mentorship, and real market exposure.ROLE OVERVIEWWe&rsquo;re looking for an enthusiastic and goal-driven Sales Executive to join our growing FXBC team.Your role is to connect with potential students, understand their trading goals, and guide them to choose the right forex training and mentorship program.RESPONSIBILITIES- Contact and follow up with leads from ads, WhatsApp, and social media inquiries.- Explain courses, mentorship programs, and funded account opportunities.- Understand client needs and recommend suitable programs.- Maintain regular communication with prospects and ensure smooth onboarding.- Achieve monthly sales and conversion targets.- Maintain lead reports and client data in CRM systems.REQUIREMENTS- Excellent communication and persuasion skills (English &amp; Malayalam preferred).- Prior experience in sales, customer service, or forex trading is an advantage.- Confident, energetic, and result-oriented personality.- Ability to handle objections and close deals effectively.- Strong interest in forex or financial markets.WHAT WE OFFER- Competitive salary + performance-based incentives- Free forex trading education &amp; mentorship from FXBC experts- Growth opportunities in sales and financial trading- Supportive, energetic team environmentInterested? Apply now at academicsfxbc@gmail.comJob Type: Full-time

Forex Trading Sales Executive

Ashwini Kamble

Biitcode is currently hiring for Sales Executive/Manager for our Client which is into Financial Industry. Plz find position details below.Position: Sales Executive/ManagerLocation: Mulund, MumbaiRequirements<ul><li>Education: Graduate / Postgraduate in Finance, Commerce, Economics, or related field.</li><li>Experience: 2&ndash;4 years in Insurance, Mutual Funds and other supplementary financial products.</li><li>Certifications: NISM VA (Mutual Funds) required, IRDA (Insurance) is preferred.</li><li>Skills &amp; Competencies:</li><li>Proven track record in new client acquisition and wallet share development.</li><li>Strong sales and negotiation skills with ability to close high-ticket deals.</li><li>Adequate knowledge of Mutual Funds, Insurance, and Capital Markets.</li><li>Excellent communication, presentation, and networking skills.</li><li>High ethical standards and client-first advisory mindset.</li></ul>&middot; Technology Proficiency: CRM tools, MS Excel/PowerPoint and AIKey ResponsibilitiesRevenue Generation<ul><li>Revenue Generation: Achieve and exceed revenue targets.</li><li>Product Mix Achievement: Successfully sell a diverse range of products, meeting specific product mix goals.</li><li>Upsell Performance: Identify and capitalize on opportunities to upsell to existing clients.</li><li>New Business Acquisition: Actively acquire new clients and business.</li><li>New Knowledge Acquired: Stay current on industry trends, products, and regulations by continuously acquiring new knowledge.</li></ul>Client Relationship Management<ul><li>Client Engagement: Maintain a high level of engagement with clients.</li><li>Relationship Depth: Build and deepen client relationships to foster loyalty and trust.</li><li>Meeting Documentation: Accurately document all client interactions and meetings.</li><li>Client Retention: Implement strategies to retain clients and minimize churn.</li></ul>Lead Generation<ul><li>Lead Generation: Proactively generate new leads through various channels.</li><li>Reference Generation: Encourage and secure client referrals.</li><li>Lead Conversion: Effectively convert leads into paying clients.</li><li>Proposal Effectiveness (Lost Leads): Analyze and learn from lost proposals to improve future success rates.</li></ul>Product Performance<ul><li>Mutual Funds: Drive sales and performance of mutual fund products.</li><li>Life Insurance: Promote and sell life insurance policies.</li><li>General Insurance: Achieve targets for general insurance products.</li><li>Other Products: Be proficient in selling and promoting other relevant products as required.</li></ul>Activity Tracking<ul><li>Prospecting Calls: Conduct a specified number of prospecting calls daily.</li><li>Client Meetings: Hold regular meetings with clients to review portfolios and discuss needs.</li><li>Proposals Sent: Track the number of proposals sent and their outcomes.</li><li>New Client Addition: Monitor the rate of new client acquisition.</li><li>Follow-ups Completed: Ensure all client and prospect follow-ups are completed in a timely manner.</li><li>Client Profiling Done: Accurately profile clients to better understand their financial needs and goals.</li><li>No. of Campaign Run: Participate in and track the effectiveness of marketing campaigns.</li><li>Feedback Taken: Solicit and document feedback from clients to improve service.</li><li>Workshops for Clients: Organize and conduct workshops for clients to enhance their financial knowledge.</li><li>Mass Marketing Events: Participate in and represent the company at mass marketing events.</li><li>Digital &amp; Social Media Drives: Actively engage in digital and social media marketing initiatives.</li><li>Location-Based Initiatives (Field Work): Conduct fieldwork and local initiatives to generate leads.</li><li>Educational Series: Develop or participate in educational series for clients or prospects.</li><li>File Making: Ensure all client files are accurate and up-to-date.</li><li>Portfolio Review: Regularly review client portfolios and provide strategic recommendations.</li><li>Self Review: Conduct periodic self-reviews to assess performance and identify areas for improvement.</li></ul>Interested candidates can WhatsApp their resume on 9370982219.Thanks &amp; regardsV Divya BhagatBiitcodeJob Type: Full-timePay: &#8377;20,000.00 - &#8377;30,000.00 per monthExperience:<ul><li>Insurance, Mutual Funds and other financial products sales: 1 year (Required)</li></ul>Work Location: In person

Sales Executive/Manager

Sunshine Manpower

Job title: Sales Executive (BFSI)Location: Surat, Gujarat Experience: 1&ndash;3 years of experience in BFSI sales preferred.Roles&amp; Responsibilities<ul><li>Identify, acquire, and manage clients for financial products such as: Loans (Personal, Home, Business, etc.), Mutual Funds &amp; SIPs, Insurance (Life, Health, General), Retirement Planning Solutions, Wealth Management Services</li><li>Understand customer financial needs and provide tailored solutions.</li><li>Conduct financial planning discussions and guide clients with suitable investment options.</li><li>Achieve monthly/quarterly business targets aligned with company goals.</li><li>Build and maintain strong client relationships through regular follow-ups and advisory.</li><li>Stay updated with market trends, regulatory changes, and BFSI industry developments.</li><li>Maintain proper documentation and ensure compliance with company and regulatory guidelines.</li></ul>Qualifications &amp; Skills<ul><li>Bachelor's degree in business administration, marketing, finance, or a related field.</li><li>Strong knowledge of financial products, investment planning, and wealth management.</li><li>Excellent communication, and relationship-building skills.</li><li>Self-motivated and target-driven with a customer-first approach.</li><li>Active Listening.</li><li>Strong interpersonal skills.</li><li>Lead generation</li></ul>Job Type: Full-timePay: &#8377;20,000.00 - &#8377;30,000.00 per monthExperience:<ul><li> BFSI sales: 3 years (Required)</li></ul>Work Location: In person

Sales Executive (BFSI)

Rynix Capital LLC

Join Our Team as a Sales Executive &ndash; Freshers &amp; Experienced Welcome! Are you passionate about financial markets? Do you have the drive to succeed in a fast-paced trading environment?We&rsquo;re expanding our team and looking for Forex Brokers who are ready to take their careers to the next level. Whether you&rsquo;re an experienced professional or a motivated fresher, we provide the platform to grow and thrive.&#11835;Job Title: Telesales ExecutiveLocation: DubaiEmployment Type: Full-timeWorking Hours: Mon - Fri (9-6pm)&#11835;What We&rsquo;re Looking For:Strong interest in trading, finance, or capital marketsExcellent communication and negotiation skillsGoal-oriented and self-motivated mindsetBasic knowledge of Forex/Crypto/Stocks (training provided for freshers)Experience in sales or Forex brokerage (for experienced applicants)&#11835;What We Offer:Fixed salary + attractive commissions + AllowanceFull training &amp; mentorship for freshersAccess to global trading platforms and toolsCareer growth opportunitiesPerformance-based rewards and incentivesDynamic and supportive team environment&#11835;How to Apply:Shortlisted candidates will be contacted.Job Types: Full-time, PermanentPay: From AED2,000.00 per month

Marketing & Sales Executive - Forex

Lendura Banking Consultant LLC

Job Title: Sales Executive &ndash; Credit Card SalesJob Description:We are looking for dynamic and results-driven Sales Executives to join our team. In this role, you will be responsible for selling credit cards to potential customers, developing client relationships and achieving sales targets. If you are passionate about sales, motivated by targets and have excellent communication skills, this is the perfect opportunity for you!Key Responsibilities:<ul><li>Promote and sell credit card products to individual customers and businesses</li><li>Identify potential clients and generate leads</li><li>Build and maintain strong relationships with customers</li><li>Meet and exceed sales targets and KPIs</li><li>Provide information and advice on the benefits and features of different credit card products</li><li>Address customer queries and concerns in a timely and professional manner</li><li>Keep up to date with industry trends and product knowledge</li></ul>Required Skills and Experience:<ul><li>Proven experience in sales, preferably in credit cards</li><li>Excellent communication and negotiation skills</li><li>Strong customer service orientation</li><li>Ability to work independently and as part of a team</li><li>Goal-oriented with a proven track record of meeting or exceeding sales targets</li><li>A positive attitude and a passion for sales</li></ul>Preferred Qualifications:<ul><li>Previous experience in selling financial products, including credit cards.</li><li>Basic knowledge of banking and financial services industry.</li></ul>Job Type: Full-time Location: [ Unique World Business Centre ,Al Karama, Dubai ] Salary: Commission basedHow to Apply: Interested candidates can apply through Indeed or send an email to [sales@lendurauae.com] with their resume and cover letter.Job Type: PermanentPay: From AED3,000.00 per month

Sales Executive

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