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Financial Service Executive

Banking, Financial Services and Insurance | Financial Inclusion Officer

15,000 - 25,000 p.m | Under Graduate - Bachelor of Management - BUSS.ADMN./BUSS.MGMT | Coimbatore

PEELAMEDU

Gender : All | Age Limit - 24-32 | Openings - 2 | Experience - 0-1 Year | Job Type - Regular

Description

ob Title: Business Development Executive/Financial Services Executive (BDE/FSE)

Location: Coimbatore
Experience: 1–4 years (Freshers with strong sales aptitude may be considered)
Employment Type: Full-time

Role Overview

The Business Development Executive will be responsible for driving business growth through customer acquisition, sales coordination, and building a pipeline of management trainees/interns. The role combines individual sales responsibility with team enablement.

Key Responsibilities

  • Generate and convert leads for insurance, loans, and investment products.

  • Recruit and onboard management trainees/interns as per company requirements.

  • Coordinate and guide trainees/interns during sales activities and joint customer calls.

  • Ensure sales closure through self-efforts and team support.

  • Maintain basic reporting on leads, conversions, and trainee performance.

  • Work closely with internal teams to ensure smooth execution of sales processes.

Targets & Performance

  • Individual sales targets as assigned.

  • Team-based targets through trainees/interns.

  • Performance-linked incentives based on results.

 

Skills

  • Marketing and Social Media manager
  • Sales Coordinator
  • Sales Manager

Additional Skills


BASIC COMPUTER SKILL, MS OFFICE, EXCEL AND EMAILING AND DOCUMENTATION

Skills

  • Area Sales Officer
  • Finance, Insurance and Registration Coordinator
  • Financial Inclusion Officer
  • Key Accounts Sales Manager

Additional Skills


BASIC COMPUTER SKILL, MS OFFICE, EXCEL AND EMAILING AND DOCUMENTATION

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