Sales Executive

Job Title:

Sales & Marketing Executive / Asst Manager – Financial Products

Company Overview:

We are a growing financial distribution firm dealing in Mutual Funds, Health & General Insurance, Loan Against Securities,Stock Broking (NSE/BSE) and Housing Loan Products. Our focus is on providing customized investment and financial solutions to individuals and corporates, ensuring long-term wealth creation and financial security.

Position Overview:

We are looking for dynamic and self-motivated Sales & Marketing Professionals with a background in Finance or Commerce or practical experience similar job to promote and expand our business in retail and institutional financial products. The ideal candidate should have sound financial knowledge, excellent communication skills, and the ability to build and maintain strong client relationships.

Key Responsibilities:

• Identify and acquire new clients for mutual funds, insurance, and loan products.

• Maintain relationships with existing clients to ensure high levels of satisfaction and retention.

• Understand clients’ financial goals and recommend suitable investment and insurance products.

• Conduct financial product presentations and client meetings.

• Achieve monthly and quarterly sales targets for different product categories.

• Coordinate with internal teams and partner institutions (AMCs, Banks, NBFCs, Insurance Companies) for product updates and client servicing.

• Stay updated on market trends, new product launches, and regulatory changes.

• Develop marketing plans, execute campaigns, and participate in promotional activities and events.

• Prepare and submit daily/weekly sales reports to management.

Desired Candidate Profile:

• Educational Qualification: Graduate / Postgraduate in Finance, Commerce, Economics, or Business Administration.

• Experience: 1–5 years of experience in financial product sales, mutual fund distribution, insurance advisory, or loan products.

• Certifications (Preferred): NISM Series V-A (Mutual Fund Distributors), IRDA license, or other relevant certifications. (if not , he/she has to clear the same within 3 months of joining)

• Skills Required:

  • Strong interpersonal and communication skills.

  • Sound understanding of financial products and market dynamics.

  • Target-oriented, proactive, and customer-focused approach.

  • Proficiency in MS Office, AI  and social media handling.

  • Ability to work independently and as part of a team.

Compensation:

• Salary: Competitive and commensurate with experience. (2.50 Lakhs to 3.00 lakhs pa) for candidates having experience

• Incentives: Attractive performance-based incentives and growth opportunities.

Location:

Bhubaneswar / Cuttack

Employment Type:

Full-Time

Growth Path:

Excellent career progression opportunities into Senior Relationship Manager / Team Leader / Branch Manager roles based on performance.

• It is a Full Time Field Sales job for candidates with 2 - 3 years of experience.