Financial Advisor/Retail sales Executive

Responsibilities:

• Identify and approach potential clients through networking, referrals, and direct marketing
• Assess clients’ financial needs, goals, and risk tolerance
• Recommend appropriate financial products (e.g., savings plans, insurance, investment products)
• Achieve assigned sales targets and KPIs
• Maintain and grow relationships with existing clients for repeat business and referrals
• Provide excellent customer service and handle client inquiries or complaints promptly
• Keep up to date with financial products, market trends, and regulatory requirements
• Prepare and present sales reports and client portfolios
• Ensure compliance with company policies and financial regulations

Requirements:

• Bachelor’s degree in finance, business administration, marketing, or related field (preferred)
• Proven experience in sales, retail banking, or financial services is an advantage
• Strong communication, negotiation, and interpersonal skills
• Goal-oriented with a track record of meeting or exceeding sales targets
• Good understanding of financial products and services
• Ability to work independently and as part of a team
• High level of integrity and professionalism