Sales Strategy & Planning
Develop and execute sales plans to meet revenue and growth targets.
Identify market opportunities for financial products (loans, insurance, investments, credit cards, etc.).
Team Management
Lead, train, and motivate a sales team.
Set individual and team targets and monitor performance.
Client Relationship Management
Build and maintain relationships with key clients.
Understand client needs and recommend appropriate financial solutions.
Product Knowledge & Advisory
Stay updated on financial products, market trends, and regulations.
Advise clients on products like mutual funds, insurance policies, loans, and investment opportunities.
Reporting & Analysis
Prepare sales reports and forecasts.
Analyze sales data to identify trends and areas for improvement.
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