Sales Executive (Financial Services)

About the role

The Sales Executive will work on‑site in Bokaro, promoting XFSPL’s financial products and services to prospective clients. You will identify leads, present solutions, and nurture long‑term relationships to drive revenue growth.

Key responsibilities

• Identify and approach potential customers and generate qualified leads.
• Present financial products, explain features, terms and conditions, and address client inquiries.
• Support clients through onboarding, documentation, and post‑sale follow‑up.
• Achieve assigned sales targets and maintain accurate sales activity records.
• Collaborate with internal teams to ensure smooth service delivery.
• Monitor market trends, competitor offerings and customer feedback to improve sales strategies.

Required profile

• Strong sales, negotiation and relationship‑building abilities.
• Effective communication and interpersonal skills, fluent in English or Hindi.
• Basic understanding of financial services with a willingness to learn.
• Organizational and time‑management skills to handle multiple client interactions.
• Proactive, goal‑oriented mindset with resilience in a target‑driven environment.

Required skills

• Proficiency with CRM tools.
• Competence in Microsoft Office or similar office software.