Experience Required: 1–5 Years (Sales / Financial Services Preferred)
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About Us
We are a growing Wealth Management & Financial Advisory firm providing investment solutions across Mutual Funds, Insurance, PMS, Structured Products, and other financial instruments. Our focus is on long-term client relationships, ethical advisory, and consistent growth.
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Role Overview
We are looking for a dynamic and target-driven Sales Executive with prior sales experience. The candidate will be responsible for lead generation, client acquisition, follow-ups, and revenue generation through financial product sales.
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Key Responsibilities
- Generate new leads through outbound calling and database follow-ups
- Convert leads into active clients through structured sales process
- Explain financial products (Mutual Funds, Insurance, Investment Plans, etc.)
- Fix appointments for senior advisors / close deals independently
- Maintain CRM, follow-up records, and daily call reports
- Build and maintain long-term client relationships
- Achieve monthly sales and revenue targets
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Eligibility Criteria
- Minimum 1 year of prior sales experience (mandatory)
- Experience in financial services / insurance / banking / broking preferred
- Comfortable with outbound calling and lead generation
- Good English communication skills (Hindi & Bengali preferred)
- Target-oriented and confident personality
- Basic knowledge of MS Office & CRM tools
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Preferred Background
- Mutual Fund / Insurance / Banking Sales
- Telecalling Sales Executive
- Relationship Manager
- Wealth / Investment Advisory support
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Compensation
- Fixed Salary + Attractive Incentives
- Performance-based growth opportunities
- Career progression into Relationship Manager / Wealth Advisor role
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Why Join Us?
- Fast-growing financial firm
- High earning potential
- Structured training on investment products
- Long-term career in Wealth Management
Job Type: Full-time
Pay: ₹10,000.00 - ₹20,000.00 per month
Benefits:
- Cell phone reimbursement
- Health insurance
- Leave encashment
Application Question(s):
- Have you worked in financial services? (Yes/No)
- Which products have you sold?
- Have you done outbound calling? (Yes/No)
- Average calls per day in previous job?
- Were you working on monthly targets? (Yes/No)
- What was your last monthly target?
- Rate your English speaking skill (Basic / Good / Fluent).
- Current salary?
- Notice period?
- Total years of sales experience?
Work Location: In person
