we are looking for a agile and result oriented Financial Sales Executive to promote mutual fund, insurance and all types of financial investement services. The candidate will be responsible for acquiring new clients, maintaining customer relationship and achieving business growth targets.

key responsibilities :-

. Promote and explain mutual fund, insurance and other financial products to customers

. Generate leads through field visits, references and networking.

. Explain investment and insurance plans according to customer needs

. Build and maintain long-term client relationships

. Achive monthly or quartely sales & business targets

. Conduct market research to identify new business opportunities and analyze customer needs

. Coordinate with internal team for smooth client onboarding

. Maintain records of sales, customer interactions, and Follow-ups

. Represent the company at meeting, events or exhibitions

Work Environment :-

. Field work and offic work may both be involved

. May require traveling to meet clients

📌 Sales Executive (Ahmedabad)
🏢 Shakti Investment & Finstock Broking Private
📍 Ahmedabad