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Sales Executive - Savings & Investment Plans

Credicus Business Services

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Mumbai, Mumbai Suburban, MumbaiFinancial ServicesFintech
SalesInvestment PlansCustomer ServiceRelationship ManagementCommunicationNegotiationFinancial Services

Sales Executive - Savings & Investment Plans

This role is focused on driving sales and building relationships within the savings and investment plans sector. The Sales Executive will be responsible for identifying and engaging potential clients, presenting product offerings, and achieving sales targets.

Key Responsibilities:

  • Identifying and qualifying potential clients.
  • Presenting savings and investment plans to prospective clients.
  • Building and maintaining strong client relationships.
  • Achieving sales targets and contributing to revenue growth.
  • Providing excellent customer service and support.
  • Staying up-to-date on industry trends and product knowledge.

Requirements/Qualifications:

  • 0 to 4 years of experience in sales or a related field.
  • Strong communication and interpersonal skills.
  • Ability to build rapport and establish trust with clients.
  • Results-oriented with a proven track record of achieving sales goals.
  • Excellent presentation and negotiation skills.
  • Proficiency in Microsoft Office Suite.

About the Company: Credicus Business Services provides financial solutions and support to individuals and businesses. The company is dedicated to helping clients achieve their financial goals through tailored services and expert guidance.

AI enhanced job description

Source: Hudson SignalsRecruiter: Rekroot
Posted: 11/6/2026
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