Sales Executive - Financial Products

Department Icon Accounting & Finance
Posted: 1 week ago
0-15 years
Bangalore, Bellary, Mysore
Accounting & Finance
work from office
Full Time
Closes 29 Dec 2026

Posted: 1 week ago
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Job Description

We are seeking a motivated and results-driven Sales Executive to join our team in Karnataka. The ideal candidate will be responsible for promoting and selling a range of financial products, including demat accounts, life insurance, CASA (Current Account and Savings Account), liability products, home loans, and mortgage loans. This role requires a strong focus on direct sales and the ability to engage with clients effectively to understand their financial needs and provide suitable solutions.

Key Responsibilities:

  • Identify and pursue new sales opportunities in the financial products sector.
  • Build and maintain strong relationships with clients to ensure customer satisfaction and retention.
  • Conduct presentations and product demonstrations to potential clients.
  • Collaborate with the marketing team to develop promotional strategies and campaigns.
  • Stay updated on industry trends and competitor activities to identify new business opportunities.
  • Meet and exceed sales targets and performance metrics.

Required Skills:

  • Strong knowledge of financial products, including demat accounts, life insurance, CASA, and home loans.
  • Proven experience in direct sales and customer relationship management.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and as part of a team.
  • Strong analytical and problem-solving abilities.

If you are passionate about sales and have a keen interest in financial products, we encourage you to apply for this exciting opportunity to grow your career in the financial services industry.

Skills

SalesFinancial ProductsMortgage LoansLiability SalesCasaHome LoansDirect SalesLife InsuranceDemat Accounts

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