Sales Executive

Role & responsibilities

• Generate and handle leads through calls, references, and other approved channels.
• Contact prospective customers and understand their requirements.
• Explain the company's financial services and products clearly and professionally.
• Conduct regular follow-ups and convert qualified leads into customers.
• Achieve assigned daily, weekly, and monthly sales targets.
• Build and maintain strong relationships with customers.
• Maintain accurate lead, follow-up, and customer records.
• Develop and maintain a healthy sales pipeline through continuous lead generation.
• Coordinate with internal teams for smooth customer onboarding and service.
• Follow company sales processes, customer communication standards, and applicable compliance requirements.

Preferred candidate profile

• 1-3 years of experience.
• Good communication and interpersonal skills.
• Confident in customer interaction and calling.
• Strong convincing and follow-up skills.
• Target-oriented and self-motivated.
• Basic knowledge/interest in stock market & financial services.
• Willingness to learn and grow in sales.