The Financial Sales Services Executive plays a key role in driving revenue growth by identifying opportunities, building strong client relationships, and promoting the company’s digital financial solutions. This role requires a blend of financial knowledge, sales acumen, and an understanding of fintech products such as digital payments, lending platforms, wealth-tech tools, or financial management applications.
Lead Generation & Prospecting
Identify and target potential clients (SMEs, corporates, or consumers depending on the product).
Conduct outbound sales calls, product demos, and presentations.
Client Relationship Management
Build and maintain long-term relationships with clients.
Understand client financial needs and recommend appropriate fintech solutions.
Provide onboarding support and ensure smooth adoption of the platform.
Sales Strategy & Execution
Meet or exceed monthly and quarterly sales targets.
Develop sales strategies based on market trends and competitive analysis.
Track sales pipeline and maintain accurate CRM records.
Product Expertise
Stay updated on fintech product features, updates, and compliance requirements.
Translate complex financial and technical information into clear value propositions.
Customer Support Coordination
Act as a liaison between clients and internal teams (product, support, risk).
Resolve client issues promptly and ensure high customer satisfaction.
Market Intelligence
Gather customer feedback and share insights to help enhance product offerings.
Monitor industry developments and competitor activities.