Key Responsibilities

- Generate leads through calling, references, networking, and other business development activities.
- Contact prospective clients and explain the company’s financial services in a explicit and professional manner.
- Build and maintain strong relationships with existing and prospective clients.
- Follow up with leads and convert qualified prospects into clients.
- Schedule client meetings and assist in presentations and discussions.
- Coordinate with the operations/back-office team for documentation and transaction-related requirements.
- Maintain accurate records of leads, follow-ups, meetings, and conversions.
- Achieve assigned monthly and quarterly sales targets.
- Regularly follow up with existing clients for service requirements and relationship management.




- Stay updated on mutual fund industry developments, market trends, and company processes.
- Follow all applicable company policies, regulatory requirements, and ethical sales practices.

Required Skills

- Good communication and interpersonal skills.
- Strong convincing and negotiation ability.
- Good follow-up and relationship-building skills.
- Basic knowledge of financial products and mutual funds.
- Ability to work with targets and deadlines.
- Basic knowledge of MS Excel, Google Sheets, and CRM/software tools.
- Positive attitude, confidence, and willingness to learn.

📌 Sales Executive (Mumbai)
🏢 Nayan Balmukund Saraiya
📍 Mumbai