Field Sales Executive

We are looking for a dynamic and goal-oriented Sales Executive to join our financial services team. The candidate will be responsible for promoting and selling financial products like Mutual Funds, Demat A/C, Insurance (Life/Health/Motor), and Loans to potential clients.

Key Responsibilities:

Identify and develop new business opportunities through networking, cold calling,campaigns and client referrals.

Promote and sell various financial products like:

• Demat A/C
• Mutual Funds
• Life Insurance, Health Insurance, Motor Insurance
• Personal Loans, Home Loans

Meet monthly/quarterly sales targets.

Conduct meetings and presentations to potential clients.

Requirements:

• Bachelor’s degree in any discipline (Finance background preferred).
• 0–3 years of experience in sales, preferably in the financial services sector.
• Strong communication, negotiation, and interpersonal skills.
• Self-motivated with a results-driven approach.
• Ability to work under pressure and meet sales targets.
• Knowledge of financial products will be an added advantage.

Preferred Skills:

Basic computer proficiency (Excel, Email, CRM tools).