Company: A3D Capital
Location: Gurugram, Haryana
Job Type: Full-time
Experience Level: Fresher to 1+ Year Experience
About A3D Capital
A3D Capital is a financial services firm dedicated to helping individuals and families achieve their financial goals through Mutual Funds, Insurance, Wealth Management, and Financial Planning solutions. We focus on delivering personalized financial guidance and building long-term client relationships.
Job Summary
A3D Capital is seeking an enthusiastic and motivated Sales Executive / Business Development Executive to join our growing team. The ideal candidate will be responsible for generating leads, engaging prospective clients, and promoting Mutual Fund and Insurance solutions. This opportunity is ideal for fresh graduates and early-career professionals looking to build a rewarding career in financial services and wealth management.
Key Responsibilities
- Generate new business opportunities through cold calling, referrals, networking, and digital outreach.
- Identify and engage potential customers for Mutual Fund and Insurance products.
- Schedule and conduct client meetings to understand financial needs and objectives.
- Present and explain product features, benefits, and investment solutions to prospective clients.
- Follow up on leads and maintain a healthy sales pipeline.
- Build and maintain strong relationships with clients.
- Coordinate with internal teams to ensure smooth customer onboarding and service delivery.
- Maintain accurate customer records and sales activity in CRM systems.
- Achieve monthly sales and revenue targets.
- Stay updated on financial products, market trends, and industry developments.
Qualifications Education
- Bachelor's degree in any discipline.
- Preferred: B.Com, BBA, Finance, Economics, or MBA.
Experience
- Freshers are encouraged to apply.
- Up to 1 year of experience in Sales, Business Development, Banking, Insurance, Financial Services, or Customer Relationship Management is preferred.
Required Skills
- Excellent verbal and written communication skills.
- Strong interpersonal and relationship-building abilities.
- Confidence in interacting with clients and conducting meetings.
- Goal-oriented and target-driven mindset.
- Basic knowledge of financial products is an advantage.
- Proficiency in MS Office and CRM software is preferred.
- Self-motivated with a strong willingness to learn.
Preferred Candidate Profile
- Passion for sales and customer engagement.
- Positive attitude and strong work ethic.
- Interest in financial markets, investments, and wealth management.
- Ability to work independently as well as collaboratively within a team.
Why Join A3D Capital?
- Opportunity to build a successful career in Financial Services and Wealth Management.
- Comprehensive learning and professional development.
- Exposure to Mutual Funds, Insurance, and Investment Advisory solutions.
- Growth-oriented work environment with performance-based rewards.
Apply now and start your journey in the financial services industry with A3D Capital.
Pay: ₹25,000.00 - ₹30,000.00 per month
Application Question(s):
- Is your Notice period below 15 days, or are you able to join immediately?
- Do you have NISM Certification in Mutual Fund?
- Comfortable with an on-field job profile?
- Ready to relocate to Gurgaon?
- Expected CTC
Work Location: In person
