Sales Executive

Location:•• Surat

Employment: Full-time

Salary: ₹15,000–₹20,000 per month, depending on experience and skills

Proposed incentives: Performance-based incentives in addition to fixed salary

About the Role

We are looking for an energetic, client-focused professional to grow our mutual fund, insurance, and other financial services business. The role involves finding prospective clients, arranging meetings, following up on enquiries, and building long-term client relationships.

Key Responsibilities

- Generate leads through calling, referrals, networking, and field visits.

- Understand clients’ financial needs and arrange discussions with the appropriate advisor.

- Explain mutual fund, insurance, and other service offerings using company-approved information.

- Follow up with prospective clients and support them through account opening, applications, and documentation.

- Develop business opportunities across SIPs, mutual funds, life insurance, health insurance, and other services offered by the firm.

- Maintain accurate records of calls, meetings, leads, and conversions.

- Achieve agreed monthly targets for client meetings, new business, and follow-ups.

- Coordinate with the operations team for timely client servicing.

- Maintain client confidentiality and follow ethical sales practices, without making misleading promises or return guarantees.

Candidate Profile

- Graduate in any discipline; commerce, finance, or marketing preferred.

- Preferably 6 months–2 years of experience in sales, banking, insurance, mutual funds, or financial services. Confident freshers may also apply.

- Good communication skills in Hindi and Gujarati; basic English preferred.

- Comfortable with calling, client meetings, field sales, and regular follow-ups.

- Basic knowledge of Excel, email, and WhatsApp Business.

- Self-motivated, presentable, and focused on building client trust.

- Relevant financial product certifications will be an advantage.

What We Offer

- Fixed monthly salary of ₹15,000–₹20,000.

- Opportunity to earn performance-based incentives.

- Product training and guidance from experienced professionals.

- Career growth in financial services sales and client relationship management.

• It is a Full Time Sales / Business Development job for candidates with 1 - 3 years of experience.