We are looking for a highly motivated and results-driven Marketing Executive to join our financial advisory firm. The ideal candidate will be responsible for acquiring new clients, selling financial products, and building long-term relationships. The role requires strong sales acumen, financial product knowledge, and excellent communication skills to help clients make informed investment decisions.
Key Responsibilities:
Client Acquisition & Sales Growth:
• Identify and approach potential clients through networking, referrals, cold calling, and digital outreach.
• Explain and market financial products including mutual funds, health insurance, life insurance, and specialized investment solutions.
• Develop customized financial solutions based on client needs, goals, and risk appetite.
Relationship Management & Client Retention:
• Build and maintain strong relationships with clients to ensure long-term engagement.
• Conduct regular follow-ups and investment reviews with existing clients.
• Provide excellent customer service and assist clients with their financial queries.
• Work on upselling and cross-selling financial products to maximize value for clients.
Market Research & Financial Advisory:
• Stay updated on market trends, investment opportunities, and competitor offerings.
• Educate clients on financial products, market risks, and potential returns.
Sales Reporting & Compliance:
• Maintain accurate records of client interactions, sales reports, and revenue generation.
• Ensure compliance with financial regulations and company policies.
• Participate in training programs and continuous learning initiatives.
Qualifications & Skills Required:
Education: Bachelor’s degree in Business, Finance, Marketing Experience: 1-3 years of experience in financial product marketing, Banking or insurance business.
Skills:
• Strong marketing and negotiation skills.
• Good understanding of investment products, insurance and financial planning.
• Excellent communication and interpersonal skills.
• Ability to handle client objections and close deals effectively.
• Proficiency in CRM tools, MS Office, and digital sales techniques.
Why Join Us?
• Attractive incentives and performance-based bonuses.
• Career growth opportunities in the financial services industry.
• Training and development in sales & marketing techniques & financial products.