We are looking for a dynamic and result-driven Sales Executive with experience in selling financial products such as Mutual Funds, SIPs, Insurance, and Loans. The candidate will be responsible for acquiring new customers, advising them on financial products, and driving revenue growth.
Key Responsibilities:
Generate leads and acquire new customers for:
Mutual Funds & SIP investments
Insurance (Life, Health, General)
Loan products (Personal, Business, etc.)
Explain financial products and suggest suitable investment plans
Build and maintain long-term client relationships
Achieve monthly/quarterly sales targets
Conduct client meetings (in-person / virtual)
Follow up on leads and convert prospects into customers
Ensure proper documentation and KYC compliance
Stay updated with market trends and financial products
Required Skills & Qualifications:
Graduate in any discipline (Finance/Commerce preferred)
1–5 years of experience in:
Mutual Funds / SIP sales
Insurance sales
Financial product selling
Strong communication and negotiation skills
Basic understanding of financial markets and investment products
Customer-focused approach
Ability to work on targets
Why Join Us?
Work with a fast-growing fintech platform
Opportunity to sell multiple financial products in one ecosystem
Strong support, training, and growth opportunities
Transparent and customer-first approach
Benefits:
Cell phone reimbursement
Internet reimbursement
Experience:
Field sales: 2 years (Required)
Work Location: In person