Job Description

We are looking for a driven and enthusiastic

Sales Executive - Business Development

to join us. This role is ideal for individuals who are passionate about financial services and enjoy engaging with clients. You will play a key role in

lead generation, product explanation, and client relationship management

, helping clients discover suitable investment and insurance solutions.

Key Responsibilities Areas :-

Lead Generation & Prospecting

Identify, source, and qualify new leads through digital channels, referral networks, cold calls, and inbound interest.

Client Tracking & CRM Management

Maintain accurate lead databases using Excel or CRM tools; update stages, track follow-ups, and ensure timely communication.

Client Calling & Engagement

Reach out to prospective clients via phone, WhatsApp, or email to understand their needs and introduce our offerings.

Product & Service Explanation

Clearly explain the benefits of financial products like Mutual Funds, SIPs, Health & Life Insurance, and Goal Planning tools.

Relationship Building

Establish trust with clients through ongoing conversations, personalized attention, and responsive service.

Client Onboarding Support

Assist clients with documentation, application processes, and account setup, ensuring a smooth onboarding experience.

Feedback Loop & Reporting

Share feedback from leads and clients with the sales and strategy teams to refine messaging and targeting.

Performance & Conversion Focused

Work with monthly and quarterly lead conversion targets with performance-linked incentives.

Willingness to Learn Financial Products

Participate in product training and upskilling sessions to gain confidence in communicating more complex solutions.

Job Types: Full-time, Permanent

Pay: ₹12,000.00 - ₹16,000.00 per month

Benefits:

Cell phone reimbursement Health insurance Paid sick time Paid time off
Education:

Bachelor's (Preferred)
Work Location: In person