Sales & Business Development:
Develop and execute sales strategies to meet and exceed targets.
Identify new business opportunities and expand client base.
Promote financial products such as loans, credit cards, insurance policies, investment products, and wealth management solutions.
Team Leadership:
Manage, mentor, and motivate a team of sales executives or relationship managers.
Set individual and team sales targets and track performance.
Conduct regular training sessions on products, sales techniques, and compliance requirements.
Client Relationship Management:
Build and maintain strong relationships with key clients.
Understand client needs and recommend tailored financial solutions.
Resolve client queries and ensure high customer satisfaction.
Reporting & Analysis:
Prepare sales reports, forecasts, and performance analysis for senior management.
Monitor sales metrics and identify areas for improvement.
Ensure compliance with company policies and regulatory requirements.
Market & Product Knowledge:
Stay updated on financial products, market trends, and competitor activities.
Provide insights to the team for effective sales strategies.
Competitive base salary (depends on experience and location)
Performance-based incentives and bonuses – often a significant portion of total earnings
Commission on sales (especially for loans, insurance, or investment products)
Health insurance for self and dependents
Accident or life insurance
Wellness programs in some companies
Provident Fund (PF) contributions
Gratuity (for long-term employees)
Pension or retirement plans in some organizations
Promotions to regional or national sales roles
Training programs for sales skills, financial products, and leadership development
Certifications support (like insurance or investment-related certifications)
Flexible work options in some organizations
Paid leave & holidays
Travel allowances or company car if the role involves client visits
Mobile/data reimbursement for business purposes