Sales Executive

We are looking for a dynamic and target-driven Sales Executive to promote our financial advisory services. The ideal candidate will be responsible for identifying potential clients, generating leads, explaining investment and financial planning solutions, and building long-term client relationships.

Key Responsibilities:

• Generate and qualify leads through referrals, networking, and outreach activities.

• Meet prospective clients to understand their financial goals and requirements.

• Present financial advisory services, investment solutions, and wealth management offerings.

• Convert leads into clients and achieve monthly sales targets.

• Maintain strong relationships with existing clients and provide regular follow-ups.

• Coordinate with advisory teams to ensure high-quality client service.

• Maintain accurate records of client interactions and sales activities in CRM.

• Stay updated on market trends, investment products, and regulatory guidelines.

Required Skills & Qualifications:

• 0–3 years of experience in sales, financial services, insurance, or investment advisory (preferred).

• Strong communication, negotiation, and presentation skills.

• Ability to build trust and maintain professional relationships.

• Self-motivated with a results-oriented mindset.

Compensation & Benefits:

• Fixed Salary + Attractive Performance Incentives

• Career Growth Opportunities

• Professional Training & Certification Support

• Travel Allowance (if applicable)

Location: Indore

Employment Type: Full-Time

Target-Oriented Role: Candidates should be comfortable meeting monthly revenue and client acquisition targets.

• It is a Full Time అమ్మకాలు / వ్యాపార అభివృద్ధి job for candidates with 6 months - 5 years of experience.