Sales Executive

Company Description

Finkasha Services Private Limited (FSPL) is a trusted financial services provider with a mission to empower individuals and businesses to achieve financial confidence. Over the years, FSPL has evolved into a multi-faceted financial solutions provider, offering tailored, transparent, and ethical financial guidance. With deep market expertise and a client-first approach, FSPL serves a diverse clientele across India. The company provides comprehensive services for wealth creation, financial protection, and long-term financial planning.

Role Description

This is a full-time, on-site role for a Sales Executive, located in Nashik. The Sales Executive will be responsible for identifying potential clients, generating leads, and building long-lasting client relationships. The role involves presenting financial products and services, negotiating, and achieving sales targets. The Sales Executive will also provide clients with tailored financial services and ensure client satisfaction.

Sales Teams:

Investment (Mutual Funds, Bonds)

Insurance (Life, Health, Motor, General)

Loan (Personal, Home, Business, Vehicle, Working Capital)

Qualifications

Graduation

Post Graduation

Sales Experience in Financial Services

Expectations

• Sales and negotiation skills, including the ability to meet and exceed sales targets with closures
• Strong interpersonal and communication skills to build and maintain client relationships
• Knowledge of financial markets, investment products, insurances and loans.
• Problem-solving abilities and critical thinking skills to develop customized financial solutions
• Proficiency with CRM software and Microsoft Office Suite
• Ability to work independently in a dynamic, target-driven environment
• Bachelor's degree in Business, Finance, Marketing, or a related field
• Experience in financial sales or advisory services is a plus