Location: Andheri East, Mumbai, Maharashtra
Work Location: Innov8, 301, 3rd Floor, Ackruti Star, MIDC, Andheri East, Mumbai – 400093
Experience: 2–5 years
Employment Type: Full-time
Salary: ₹30,000 – ₹40,000 per month + Travel Allowance + Performance Incentives
Joining: Immediate Joiners Only
Job Summary:
We are looking for an experienced Field Sales Executive to drive client acquisition and sales of our subscription-based equity research, stock market advisory, and portfolio advisory services.
The ideal candidate should have 2–5 years of field sales experience in mutual fund houses (AMCs), wealth management firms, insurance companies, or related financial services. The role requires strong knowledge of financial markets, excellent communication skills, a target-oriented approach, and willingness to travel extensively within the assigned territory.
Key Responsibilities :
- Client Acquisition & Lead Generation
- Conduct daily field visits to identify and acquire new individual investors.
- Develop relationships through local networking, corporate meetings, references, and direct sales activities.
- Convert leads generated through digital marketing into active and paying subscribers.
- Identify potential clients and build a strong local prospect pipeline.
Product Sales & Pitching:
- Present and explain equity research, stock market advisory, and portfolio advisory services to prospective clients.
- Communicate financial products and services in a simple, transparent, and customer-friendly manner.
- Understand client requirements and recommend appropriate subscription plans based on their needs.
- Handle objections and negotiate effectively to achieve sales closures.
Client Needs Analysis:
- Understand clients' financial backgrounds, investment objectives, risk appetite, and long-term financial goals.
- Build trust with prospective and existing clients through professional and transparent communication.
- Ensure that product/service recommendations are aligned with the client's requirements and applicable compliance guidelines.
End-to-End Sales Cycle Management:
- Manage the complete sales cycle from prospecting and cold visits to lead qualification and final payment closure.
- Coordinate document collection, KYC, application/form processing, and subscription activation.
- Follow up consistently with prospects to ensure timely conversion.
- Maintain accurate records of leads, prospects, conversions, and follow-ups in the CRM.
Client Relationship Management :
- Maintain regular communication with existing clients.
- Conduct periodic portfolio/service reviews and address client queries.
- Build long-term relationships to improve client retention.
- Generate referrals from existing clients and expand the local customer network.
Compliance & Reporting :
- Ensure KYC and required documentation are completed accurately and in accordance with applicable requirements.
- Maintain daily field visit and sales activity reports.
- Update CRM records regularly and accurately.
- Follow internal sales, compliance, and customer servicing processes.
Required Qualifications & Skills :
- Graduation or equivalent degree in any discipline.
- 2–5 years of proven field sales experience in:
- Mutual Fund Houses / AMCs
- Wealth Management Firms
- Insurance Companies
- Financial Services / Investment-related organizations
- Strong understanding of:
- Equity and stock markets
- Mutual funds
- Insurance products
- Basic investment and financial market concepts
- Strong communication and interpersonal skills.
- Excellent command of the local language and English/Hindi.
- Strong client acquisition and relationship-building abilities.
- Highly target-oriented with a proactive approach to sales.
- Ability to conduct cold visits, generate leads, follow up, and close sales independently.
- Comfortable with extensive daily field travel within the assigned territory.
- Basic knowledge of CRM systems and MS Office/Google Workspace is preferred.
Certification
NISM Series XXV-B – Research Analyst / Investment Adviser-related certification is highly preferred but not mandatory at the time of joining, subject to the requirements applicable to the role.
We are looking for someone who is:
- Highly motivated and target-oriented.
- Confident in face-to-face client interactions.
- Comfortable with field sales and frequent travel.
- Experienced in selling financial products or investment-related services.
- Capable of converting leads into paying customers.
- Strong at building long-term client relationships.
- Comfortable working independently and taking ownership of sales targets.
- Available to join immediately.
Compensation:
₹30,000 – ₹40,000 fixed monthly salary + Travel Allowance + Performance-Based Incentives
Additional incentives will be linked to individual sales performance and achievement of targets.
Important Requirement
Only candidates who can join immediately should apply.
Candidates with relevant field sales experience in AMCs, mutual funds, wealth management, insurance, financial advisory, or investment services are strongly preferred.
Job Type: Full-time
Work Location: In person
Pay: ₹25,000.00 - ₹40,000.00 per month
Benefits:
Application Question(s):
- How many years of Field Sales / Sales experience you hold ?
- How many years of knowledge you have on Equity / Capital Market?
Work Location: In person
