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    Business Development Executive - Bengaluru, India - Lata Enterprise

    Lata Enterprise
    Lata Enterprise Bengaluru, India

    1 week ago

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    Description
    Designation - Business Development Executive (Field sales)Location - BangaloreExperience - 2 to 3 years

    Job Overview:

    The Field Executive - Financial Products Sales will be responsible for promoting and selling our range of insurance and investment financial products to prospective clients.

    This role requires a proactive individual with strong sales acumen, excellent communication skills, and a deep understanding of financial products and services.


    Responsibilities:

    • Prospect and identify potential clients through various channels, including cold calling, networking events, referrals, and other lead generation strategies.
    • Conduct thorough needs assessments to understand clients' financial goals, risk tolerance, and insurance/investment needs.
    • Present and explain our insurance and investment financial products and services to clients, emphasizing their features, benefits, and suitability to meet clients' specific needs.
    • Provide personalized recommendations and financial advice to clients based on their individual circumstances, objectives, and preferences.
    • Develop and maintain strong relationships with clients to foster trust and loyalty, and to generate repeat business and referrals.
    • Stay informed about industry trends, regulatory changes, and market developments affecting insurance and investment products, and communicate relevant information to clients.
    • Meet or exceed sales targets and performance metrics, including sales quotas, revenue targets, and client satisfaction goals.


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