Location: Athwa Gate, Surat (Shifting to Vesu in ~6 months)
Qualification: BBA - Finance & Marketing
Salary: ₹15,000-₹20,000/month
Experience: Min. 1 year in a similar industry
Ckredence Wealth (formerly Chirag Investments) has been a trusted name in wealth management since 1987, with 40+ employees across Surat, Mumbai, and Baroda. We deliver exceptional financial solutions, our success is driven by a commitment to innovation, collaboration, and customer satisfaction.
Role Overview:
We seek a dynamic Sales Executive to drive sales, build client relationships, and contribute to business growth.
Key Responsibilities:
- Generate leads via networking, referrals, and cold calling.
- Conduct sales presentations and meetings.
- Build and maintain long-term client relationships.
- Meet/exceed sales targets and maintain records.
- Stay updated on financial products and market trends.
- Negotiate and close deals effectively.
- Collaborate with internal teams to optimize client solutions.
Qualifications & Skills:
- BBA in Finance/Marketing or related field.
- 1+ year sales experience with a strong track record.
- Excellent communication, negotiation & MS Office skills (CRM is a plus).
- Goal-driven, independent & team player.
What We Offer:
- Competitive salary + performance incentives.
- Training on financial products and sales strategies.
- Career growth opportunities.
- Dynamic and cooperative work environment.
- Employee benefits as per company policy.
Join us to build a rewarding career in wealth management
Pay: ₹15,000.00 - ₹20,000.00 per month
Benefits:
- Health insurance
- Leave encashment
- Life insurance
- Paid sick time
- Paid time off