Now Hiring: Sales Executive – Stock Broking & Mutual Funds
Location: Thane
Experience: 2–4 Years
Industry: Financial Services (Mutual Funds, Stock Broking, Unlisted Shares)
Are you a driven sales professional with a passion for financial markets? We are looking for a dynamic Sales Executive to join our team! This role involves office-based work in Thane with regular field visits to acquire clients, drive revenue, and build strong relationships.
Key Responsibilities
Generate new business through field visits, networking, referrals & cold calling.
Meet clients to pitch Mutual Funds, Stock Broking Accounts & Unlisted Shares.
Build and maintain long-term client relationships.
Achieve monthly & quarterly sales targets.
Assist clients with KYC, account opening & documentation.
Maintain CRM entries, provide weekly reports & coordinate with back-office teams.
Stay updated on market trends and compliance requirements.
What We’re Looking For
Bachelor’s degree in Finance/Commerce/Business.
2–4 years of sales experience in stock broking, mutual funds, or financial services.
Strong understanding of stock markets, MF products & unlisted shares.
Excellent communication & interpersonal skills.
Target-oriented, self-motivated & willing to travel for client meetings.
Proficiency in CRM, MS Office & basic financial tools.
If you're passionate about investments and enjoy meeting clients, we’d love to hear from you!