THE ROLE OF SALES EXECUTIVES IN ENHANCING CUSTOMER UNDERSTANDING OF FINANCIAL PRODUCTS

AUTHOR – LEO RATHAN, STUDENT AT GLOBAL INSTITUTE OF BUSINESS STUDIES

BEST CITATION – LEO RATHAN, THE ROLE OF SALES EXECUTIVES IN ENHANCING CUSTOMER UNDERSTANDING OF FINANCIAL PRODUCTS, ILE MULTIDISCIPLINARY JOURNAL, 4 (1) OF 2025, PG. 402-411, APIS – 3920-0007 | ISSN – 2583-7230

INTRODUCTION

The role of sales executives is pivotal in the financial services sector, where their interactions with customers significantly influence the understanding and adoption of financial products. As intermediaries between financial institutions and clients, sales executives are tasked with not only selling products but also educating customers about complex financial services. This dual responsibility underscores the importance of effective communication skills, product knowledge, and the ability to tailor information to meet diverse customer needs. In an era where financial literacy is crucial for making informed decisions, the role of sales executives in enhancing customer understanding becomes even more critical.