Sales Executive

We are looking for a dynamic, ambitious, and growth-oriented Sales Executive to join our Financial Services & Wealth Management team.

The ideal candidate will be responsible for acquiring new clients, developing strong relationships, understanding client requirements, and promoting suitable financial products such as Mutual Funds, SIPs, Insurance, Bonds, and other investment solutions.

This is an excellent opportunity for candidates who are passionate about sales, financial markets, client relationship management, and building a long-term career in financial services.

• Key ResponsibilitiesGenerate new business through client acquisition and lead generation.
• Meet prospective clients and understand their financial and investment requirements.
• Explain Mutual Funds, SIPs, Insurance, and other financial products in a clear and professional manner.
• Build and maintain long-term relationships with clients.
• Generate leads through references, networking, field visits, and other sales channels.
• Conduct regular follow-ups with prospects and existing clients.
• Achieve monthly and annual sales/business targets.
• Maintain accurate client records, CRM updates, and sales reports.
• Follow established sales systems, processes, and compliance guidelines.
• Stay updated on financial products, market trends, and industry developments.

Candidate ProfileWe are looking for someone who is:

• Dynamic, energetic, and self-motivated
• Strong in communication and relationship building
• Target-oriented and comfortable working in a sales environment
• Ambitious and interested in building a career in financial services
• Comfortable with technology, CRM systems, and structured processes
• Willing to meet clients and undertake field sales activities
• Eager to learn about financial markets and investment products
• Disciplined in follow-ups and reporting

Knowledge of Mutual Funds, SIPs, Insurance, Bonds, or other financial products will be an added advantage.

• What We OfferOpportunity to build a career in Financial Services & Wealth Management
• Exposure to multiple investment and financial products
• Professional and process-driven work environment
• Learning and development opportunities
• Performance-driven career growth

Who Should Apply?

Freshers and candidates with 0–3 years of experience in sales, banking, financial services, insurance, or related fields are encouraged to apply.

If you are hungry to learn, perform, achieve targets, and grow your career, we would love to meet you.

📩 Interested candidates can share their CV/Resume with us.