Field Sales Executive

Key Responsibilities:

1. Customer Acquisition:

o Proactively acquire customers from the branch's vicinity through customer acquisition activities, data collection, and personal references.

o Identify and approach potential clients to grow the customer base.

2. Product Sales and Financial Advisory:

o Offer financial planning services by recommending appropriate products such as Mutual Funds, Corporate Fixed Deposits, Term Insurance, Health Insurance, and Life Insurance.

o Customize solutions based on the customer’s needs and financial goals.

3. Customer Relationship Management:

o Build and maintain strong relationships with customers by offering excellent post-sales service and timely advice on portfolio adjustments.

o Engage in regular communication to keep customers informed of new product offerings and market trends.

4. Referrals and Network Expansion:

o Leverage relationships with existing customers to generate high-quality leads and referrals to expand the company’s customer base.