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Sales Executive (Financial)

Salary undisclosed

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  • Identifying and reaching out to potential clients, which could be individuals or businesses, to generate new business.
  • Developing and implementing strategies to meet sales targets, which might involve market research, networking, and presenting to potential clients.
  • Manage Client Relationship building and maintaining strong relationships with existing clients, understanding their financial needs, and providing tailored solutions.
  • Be well-versed in the financial products or services you’re selling, including their benefits, risks, and how they compare to competitors.
  • Tracking sales performance, preparing reports, and analyzing data to refine strategies and improve performance.