Sales Executive
2 - 6 yrs
₹3L - ₹3.6L / yr
Bengaluru (Bangalore), Bhopal
Skills
Lead Generation
Online Bidding
Sales
Mutual funds
insurance sales
Direct sales
End to End Sales
Investment Sales
We are looking for a dynamic and result-driven Sales Executive with experience in selling financial products such as Mutual Funds, SIPs, Insurance, and Loans. The candidate will be responsible for acquiring new customers, advising them on financial products, and driving revenue growth.
Key Responsibilities:
- Generate leads and acquire new customers for:
- Mutual Funds & SIP investments
- Insurance (Life, Health, General)
- Loan products (Personal, Business, etc.)
- Explain financial products and suggest suitable investment plans
- Build and maintain long-term client relationships
- Achieve monthly/quarterly sales targets
- Conduct client meetings (in-person / virtual)
- Follow up on leads and convert prospects into customers
- Ensure proper documentation and KYC compliance
- Stay updated with market trends and financial products
Required Skills & Qualifications:
- Graduate in any discipline (Finance/Commerce preferred)
- 2–5 years of experience in:
- Mutual Funds / SIP sales
- Insurance sales
- Financial product selling
- Strong communication and negotiation skills
- Basic understanding of financial markets and investment products
- Customer-focused approach
- Ability to work on targets
Why Join Us?
- Work with a fast-growing fintech platform
- Opportunity to sell multiple financial products in one ecosystem
- Strong support, training, and growth opportunities
- Transparent and customer-first approach
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About Cspar Enterprises Private Limited
Founded :
2018
Type :
Products & Services
Size :
20-100
Stage :
Profitable
About
N/A
Company social profiles
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