Sales Executive

Post : Sales Executive
Industry Type : Financial Services
Qualification: MBA/M.COM/B.COM
Exeprience: 0-2 year
Salary : 0.60 - 1.44 LPA
Location: Udaipur

Job Summary

Responsible for selling a variety of financial services, including banking services, life insurance, retirement income, investments, and long-term care insurance. May sell retail and institutional mutual funds.

Job Description

• sales experience of unsecured loans, Personal loans, salaried loans, business loans, gold loans, credit cards, consumer loans, auto loans,vehicle loans, refinance are eligible for Sales profile.
• Sell financial services to businesses and individuals.Recommend certain services such as life insurance, retirement income, investments, and long-term care insurance.
• Build relationships with clients and communities.
• Provide solutions for short and long-term financial goals.
• Help clients achieve financial security.
• Present products and services via a presentation or slideshow.
• Determine clients' financial needs and areas of improvement.
• Determine security risks.
• Develop prospects from current commercial customers, referral leads, and sales and trade meetings.
• Negotiate sales agreements and contracts.
• Take payments.
• Prepare forms or agreements.
• Sell trusts, investments, and check processing services.
• Determine future growth.
• Advise customers regarding expected fluctuations.
• Make presentations on financial services to groups in order to attract new clients.
• Use financial, tax, economics and accounting skills to review a client's personal data and recommend investment strategies that are appropriate to the client's goals.
• Advise a client on whether to buy certain types of stocks, bonds and mutual funds.
• Evaluate financial reporting systems, accounting and collection procedures, and investment activities, and make recommendations for changes to procedures, operating systems, budgets, and other financial control functions.
• Determine whether loans must be obtained to meet cash requirements or whether surplus cash can be invested.