Role & responsibilities

- Identify, generate, and qualify new business opportunities through networking, referrals, cold calling, and market research.
- Meet prospective clients to understand their financial goals and recommend suitable insurance, investment, and wealth management solutions.
- Conduct effective sales presentations and explain financial products in a clear and professional manner.
- Build and maintain strong, long-term relationships with clients by providing exceptional customer service.
- Achieve monthly and quarterly sales targets while maintaining high customer satisfaction.
- Coordinate with internal operations and support teams for seamless client onboarding and documentation.
- Maintain accurate client records, sales reports, and follow-up activities using CRM tools.
- Provide post-sales assistance and ensure timely resolution of client queries.
- Stay updated with financial markets, regulatory changes, industry trends, and new product offerings.
- Ensure compliance with company policies and applicable financial regulations.

Preferred candidate profile

Financial Sales Executive

Location: Hyderabad
Job Type: Full-time | On-site

About Us

We are a Hyderabad-based financial advisory firm co-founded by experienced professionals with deep expertise in banking, finance, and accounting. Our mission is to help individuals and businesses achieve long-term financial success through comprehensive financial planning and advisory services.

We specialize in Insurance, Investments, Wealth Management, and Financial Planning, with a strong commitment to integrity, transparency, and client-centric service. As we continue to grow, we are looking for passionate and result-driven professionals to join our expanding team.

Position Overview

We are seeking a dynamic and motivated Financial Sales Executive to drive business growth by acquiring new clients and providing customized financial solutions.



The ideal candidate will be responsible for managing the complete sales cyclefrom identifying prospects and understanding client requirements to recommending suitable financial products and maintaining long-term relationships.

This role offers excellent earning potential, continuous learning, and career advancement opportunities for professionals passionate about financial advisory and sales.

Key Responsibilities

- Identify, generate, and qualify recent business opportunities through networking, referrals, cold calling, and market research.
- Meet prospective clients to understand their financial goals and recommend suitable insurance, investment, and wealth management solutions.
- Conduct effective sales presentations and explain financial products in a clear and professional manner.
- Build and maintain strong, long-term relationships with clients by providing exceptional customer service.
- Achieve monthly and quarterly sales targets while maintaining high customer satisfaction.
- Coordinate with internal operations and support teams for seamless client onboarding and documentation.
- Maintain accurate client records, sales reports, and follow-up activities using CRM tools.
- Provide post-sales assistance and ensure timely resolution of client queries.
- Stay updated with financial markets, regulatory changes, industry trends, and new product offerings.
- Ensure compliance with company policies and applicable financial regulations.

Required Qualifications

- Bachelor's degree in Finance,



Business Administration, Economics, Commerce, or a related discipline (preferred).
- Minimum 1 year of experience in Financial Services, Insurance, Banking, Wealth Management, Investment Advisory, or related sales.
- NISM, IRDAI, AMFI, or other relevant financial certifications will be an added advantage.
- Excellent communication, interpersonal, presentation, and negotiation skills.
- Strong customer relationship management and consultative selling abilities.
- Proficiency in Microsoft Office and CRM applications.
- Self-driven, target-oriented, and capable of working in a fast-paced environment.

Desired Skills

- Sales & Business Development
- Client Relationship Management
- Financial Planning
- Investment & Insurance Advisory
- Wealth Management
- Lead Generation
- Cross-selling & Upselling
- Customer Service
- Negotiation & Closing
- Market Research
- Time Management
- Problem Solving

What We Offer

- Attractive fixed salary with highly rewarding performance incentives.
- Uncapped earning potential for high performers.
- Professional training and continuous learning opportunities.
- Career growth within a rapidly growing financial advisory organization.
- Supportive and collaborative work environment.
- Recognition and rewards for outstanding performance.

Compensation

We believe in rewarding performance. Our compensation structure is employee-friendly and designed to recognize high achievers through attractive incentives, performance bonuses, and long-term growth opportunities.

Location

Hyderabad mahaveer gateway financial district

Apply Now

If you are passionate about helping clients achieve their financial goals and want to build a successful career in financial sales, we'd love to hear from you.

Interested candidates can share their updated resume at: [email protected]

📌 Financial Sales Executive (Hyderabad)
🏢 The Glove
📍 Hyderabad