Job Description

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