Adroit Financial Services Pvt. Ltd
Adroit is one of India's leading financial market services companies, providing a bouquet of capital market services including securities, broking, advisory, depository, equity research, derivatives, commodities trading, currency futures, and IPO distribution.
Position: Sales Executive ( Mutual Fund & Insurance)
Location: Ghaziabad, Kaushambi
Salary: 20,000 – 25,000 per month ( Freshers are not allowed )
Experience: 1-2 Years
Key Responsibilities:
- Identify and acquire new clients for Mutual Funds & Insurance products
- Understand client financial needs and recommend suitable solutions
- Conduct client meetings (physical / virtual)
- Present investment plans in a structured and professional manner
- Follow up on leads and close sales effectively
- Maintain long-term relationships with clients
- Achieve monthly sales targets
Required Skills & Qualifications:
- Knowledge of Mutual Funds, SIPs, ELSS, and Insurance products
- Strong speaking and convincing skills
- Professional appearance and confident client representation
- Ability to explain financial concepts in simple language
- Good follow-up and relationship-building ability
- Basic understanding of financial markets
Preferred Qualifications:
- Any Graduate
- Experience in financial sales / broking / investment advisory
- NISM certification (preferred but not mandatory)
- Insurance certification (if applicable)
What We Offer:
- Attractive incentives structure
- Growth opportunities in financial advisory domain
- Supportive work environment
- Opportunity to build long-term client relationships
***If you find this role suitable, kindly share your resume on WhatsApp at 9220506417. Please do not call— WhatsApp messages only. Shortlisted candidates will be contacted for further discussion***
