Generate leads and convert prospects for insurance, credit cards, and loan products
Conduct client meetings, explain product features, and close sales
Maintain accurate records of client interactions and sales performance
Collaborate with internal teams to ensure smooth onboarding and documentation
Stay updated on market trends, competitor offerings, and regulatory changes
Strong communication and negotiation skills
Target-oriented mindset with a passion for sales
Ability to build rapport and maintain long-term client relationships
Basic proficiency in MS Office and CRM tools
Knowledge of financial products and compliance norms
Minimum 2 years of experience in financial product sales (Insurance, credit cards, Loans)
Bachelor’s degree in Business, Finance, or related field preferred
Familiarity with banking and NBFC sales processes is an advantage