Business Development Executive - Bengaluru, India - Lata Enterprise

Description

Designation - Business Development Executive (Field sales)

Location - Bangalore

Experience - 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.