Job Description – Sales Executive / Senior Sales Executive (Wealth Management)
Position: Sales Executive / Senior Sales Executive – Wealth Management
Location: Saki Vihar, Mumbai
Department: Sales
Employment Type: Full-Time
About the Role
We are looking for dynamic and result-oriented Sales Professionals with experience in Wealth Management, Mutual Funds, and Financial Products. The ideal candidate should have excellent client relationship management skills, strong sales capabilities, and a proven track record of achieving business targets.
Key Responsibilities
- Identify and acquire new clients for wealth management and investment solutions.
- Promote and sell Mutual Funds, Wealth Management products, and other financial solutions.
- Understand clients' financial goals and recommend suitable investment products.
- Develop and maintain long-term relationships with HNI, retail, and corporate clients.
- Generate leads through networking, referrals, and market research.
- Conduct client meetings and presentations to explain investment opportunities.
- Achieve monthly and annual sales targets.
- Coordinate with internal teams for smooth onboarding and documentation.
- Stay updated with market trends, investment products, and regulatory guidelines.
- Ensure high levels of customer satisfaction and post-sales service.
Eligibility CriteriaQualification
- Bachelor's Degree in Commerce, Finance, Business Administration, or any equivalent discipline.
- MBA (Finance/Marketing) will be an added advantage.
Experience
- Minimum 1 year to 10 years of experience in Sales.
- Candidates with 2+ years of experience in Wealth Management, Mutual Funds, Financial Services, or Investment Advisory will be preferred.
Preferred Industry Background
- Wealth Management
- Mutual Funds
- Insurance
- Investment Advisory
- Banking
- NBFC
- Financial Services
Required Skills
- Excellent sales and negotiation skills.
- Strong communication and presentation abilities.
- Client relationship management.
- Knowledge of Mutual Funds and Wealth Management products.
- Target-oriented and self-motivated.
- Ability to generate leads and close deals.
- Good understanding of financial markets.
- Proficiency in MS Office and CRM tools.
Pay: ₹20,000.00 - ₹60,000.00 per month
Work Location: In person
