Finance sales executive ( lucknow)

Lucknow - India

Monthly Salary: INR 20000 - 40000

Experience Required: 2years

Posted on: 9 hours ago

Vacancies: 1 Vacancy

Job Summary

Mail:-

Sales Finance job involves selling financial products (like loans investments insurance) or providing financial analysis/support for the sales process focusing on driving revenue meeting targets managing client needs and analyzing performance requiring skills in client relations market knowledge and financial acumen with roles ranging from direct sales reps to finance managers supporting sales operations.

Typical Responsibilities (Sales-Focused Roles)

Client Acquisition & Management: Prospecting building relationships and serving individuals or businesses.

Product Sales: Selling specific financial products (investments loans insurance) and explaining benefits.

Needs Assessment: Identifying client financial needs to recommend suitable solutions.

Target Achievement: Meeting or exceeding sales quotas and revenue goals.

Market Awareness: Staying updated on market trends regulations and competitor activity.

Documentation: Handling paperwork for transactions like loan applications or policy setups.

Typical Responsibilities (Finance-Focused Roles - e.g. Sales Finance Manager)

FP&A: Budgeting forecasting and financial planning for the sales department.

Performance Analysis: Analyzing sales performance reporting on KPIs and identifying improvement areas.

Pricing & Margins: Supporting pricing strategies and margin analysis for products.

Cross-Functional Support: Collaborating with Legal Accounting and other teams on deals and compliance.

Process Improvement: Enhancing financial efficiency in sales operations.

Key Skills & Qualifications

Education: Bachelors in Finance Accounting or related field often preferred.

Experience: Proven sales or finance experience preferably in a relevant sector.

Analytical Skills: Strong ability to analyze data and solve problems.

Communication: Excellent interpersonal negotiation and presentation skills.

Industry Knowledge: Understanding of financial products markets and compliance.

Attributes: Self-motivated goal-oriented and proactive.

Required Skills:

back office is the portion of a company made up of administration and support personnel who are not client-facing. Back-office functions include settlements clearances record maintenance regulatory compliance accounting and IT services.

Required Education:

Graduate

Mail:- Sales Finance job involves selling financial products (like loans investments insurance) or providing financial analysis/support for the sales process focusing on driving revenue meeting targets managing client needs and analyzing performance requiring skills in client relations market knowle...