This role is for one of the Weekday's clients
Salary range: Rs ****** - Rs ****** (ie INR ******* LPA)
Min Experience: 2 years
Location: Delhi
JobType: full-time
We are seeking an enthusiastic and driven Sales Representative with a solid understanding of financial products, especially mutual funds, to join our growing team. The ideal candidate should have a background in the banking or financial services sector and be passionate about identifying new business opportunities, building long-term client relationships, and delivering solutions that match clients' investment goals.
This role requires a proactive approach to lead generation, effective communication skills, and the ability to thrive in a dynamic and fast-paced sales environment.
Key Responsibilities:
Prospect & Network:
Identify and engage potential clients through various channels such as professional networking, referrals, industry events, social media, and cold calling. Leverage personal and professional networks to develop a strong sales pipeline.
Client Relationship Management:
Build, manage, and nurture strong relationships with new and existing clients. Understand clients' financial needs, goals, and risk appetite to offer tailored financial solutions, with a focus on mutual funds and other investment products.
Sales Target Achievement:
Meet or exceed monthly and quarterly sales targets. Actively pursue and close business deals while ensuring a high level of client satisfaction and repeat business.
Market Intelligence:




Stay informed about market trends, competitor activities, and product innovations. Share insights with internal teams to refine sales strategies and client engagement tactics.
Product Knowledge:
Demonstrate a deep understanding of mutual funds, investment vehicles, and relevant banking products. Clearly communicate product features, benefits, and associated risks to clients.
Documentation & Reporting:
Maintain accurate records of client interactions, deal progress, and follow-ups using CRM tools. Prepare periodic sales reports and forecasts for internal stakeholders.
Required Skills & Qualifications:
Bachelor's degree in Business, Finance, Economics, or a related field. MBA or certification in financial planning/investments is a plus.
2 to 15 years of relevant sales experience, preferably in the banking or financial services industry.
Proven track record of building and managing client relationships.
Strong understanding of mutual funds and financial investment products.
Excellent interpersonal, negotiation, and communication skills.
Self-motivated, target-driven, and capable of working independently or in a team setting.
Strong networking and client acquisition capabilities.
Preferred Attributes:
Existing network within the banking or financial services sector.
Experience dealing with HNI (High Net Worth Individual) clients.
Ability to explain complex financial concepts in simple terms.

📌 Sales Representative (Delhi)
🏢 Weekday AI
📍 Delhi