Sales Executive Finance

• Sales Executive : Finance
• Company: Radhika Provision
• Job Location: Amravati, Maharashtra, India
• Employment Type: Full-time
• Experience Required: 1 - 3 years
• Salary: 2,40,000 - 3,00,000 per year
• About the Role

Job Purpose The Sales Executive (Finance) is responsible for driving revenue growth by acquiring new clients and cross-selling financial products and servicessuch as personal/corporate loans, credit cards, insurance policies, wealth management solutions, or SME funding. This role requires strong relationship-building skills, market prospecting, and a clear understanding of client financial needs to deliver tailored financial solutions while adhering to compliance and risk management standards.

• Key ResponsibilitiesBusiness Development & Lead Generation
• Identify, prospect, and acquire new retail or corporate clients through cold calling, networking, field visits, and referral channels.
• Pitch suitable financial products (e.g., loans, credit cards, investment plans, insurance, corporate accounts) based on prospective clients' financial profiles and needs.
• Convert inbound inquiries and marketing leads into active, long-term clients.
• Client Relationship & Portfolio Management
• Build and maintain strong, trust-based relationships with existing clients to ensure high retention and satisfaction rates.
• Conduct financial needs assessments for clients and recommend customized financial products.
• Cross-sell and up-sell supplementary financial products to expand client account value.
• Documentation & Compliance
• Collect, verify, and process complete client KYC (Know Your Customer) documents, financial statements, and application forms.
• Coordinate with internal credit risk, underwriting, and compliance teams to facilitate fast approval and disbursement processes.
• Ensure strict adherence to regulatory guidelines, anti-money laundering (AML) policies, and company ethical standards.
• Market Tracking & Sales Operations
• Achieve and consistently exceed monthly and quarterly sales targets and key performance indicators (KPIs).
• Track competitor offerings, prevailing market trends, and interest rate updates to refine sales strategies.
• Maintain accurate, up-to-date client records, pipeline tracking, and sales activity logs in the CRM system.
• Qualifications & Requirements
• Education:
• Bachelors degree in Finance, Business Administration, Economics, Marketing, or a related field.
• Experience:
• 13 years of proven sales experience in banking, NBFCs, insurance, wealth management, or financial services.
• Technical Skills & Certifications:
• Knowledge of financial products, lending metrics, interest calculations, and credit evaluation basics.
• Proficiency in CRM software (e.g., Salesforce, Zoho CRM) and Microsoft Excel.
• Relevant financial sales certifications (e.g., NISM, AMFI, or Insurance IRDAI certification) are an advantage.
• Key Skills:
• Outstanding persuasive, negotiation, and interpersonal communication skills.
• Strong numerical aptitude and financial literacy.
• Self-driven and target-oriented mindset with the ability to perform in a fast-paced environment.
• Compensation: 20,000.00 - 25,000.00 per month
• Work Location: In person .