Sales Executive Job in BTW Financial Services and IMF Pvt Ltd

1. Meet customers to sell all financial products.

2. Build relationships with clients and communities.

3. Provide solutions for short- and long-term financial goals.

4. Influence customers to buy FD who have no prior Deposit relationship.

5. Ensure proper customer profiling on each call / customer visit, to identify and

understand his/her needs and accordingly recommend investment and Insurance

options.

6. Obtain appropriate documents / information from the client and ensure the forms

are duly completed before logging the sale.

7. The necessary details to the customers for the proper services.

8. Determine clients’ financial needs and areas of improvement.

9. Sell trusts, investments and check processing services.

10. Determine future growth and help clients achieve financial security.

11. Determine clients financial needs and areas of improvement.

12. Determine security risks.

13. Develop prospects from current commercial customers, referral leads, and sales and

trade meetings.

14. Ensure sale is completed through / in line with the defined sales process.

15. Ensure maximum joint calls with each executive mapped.

16. Sell trusts, investments and check processing services and determine future growth.