WEALTHYFY INDIA

JOB DESCRIPTION
Sales Executive
PositionSales ExecutiveDepartmentSales & DistributionReports ToSales Manager / Business HeadLocationRohini Sector 7, New DelhiEmployment TypeFull-TimeExperience03 Years (Freshers with strong communication skills may apply)Job Summary
Wealthyfy India is looking for a driven and personable Sales Executive to identify, engage, and onboard clients and distributors for our range of financial products, including Mutual Funds, SIPs, Insurance, Direct Investment Plans, Forex & Currency Business, Trading Accounts, and Portfolio Management Services. The ideal candidate will build solid client relationships, generate new business, and support the company's distributor network expansion.
Key Responsibilities
Identify and generate leads for mutual funds, SIPs, insurance, and other financial products through field visits, calls, and referrals.
Onboard new clients and distributors, guiding them through KYC and documentation processes.
Build and maintain long-term relationships with clients to ensure repeat business and referrals.
Explain product features, benefits, and risk profiles clearly to prospective clients.
¢ Achieve monthly and quarterly sales targets as set by the Sales Manager.
¢ Coordinate with the operations and back-office team for smooth transaction processing.




¢ Maintain accurate records of client interactions, leads, and conversions in the CRM/tracking system.
¢ Stay updated on market trends, new schemes, and regulatory changes relevant to the financial services industry.
¢ Represent Wealthyfy India at distributor meets, seminars, and promotional events.
Required Skills & Qualifications
¢ Graduate in any discipline; a background in Commerce, Finance, or Business Administration is preferred.
¢ Excellent verbal and written communication skills in Hindi and English.
¢ Strong interpersonal and relationship-building skills.
¢ Basic understanding of financial products (mutual funds, insurance, trading) is an advantage.
¢ Self-motivated with a results-driven approach and willingness to travel locally.
¢ Proficiency in MS Office and comfort with CRM/reporting tools.
¢ NISM/AMFI certification is a plus (or willingness to obtain post-joining).
What We Offer
¢ Competitive fixed salary plus attractive performance-based incentives.
¢ Structured training on financial products and sales processes.
¢ Clear career growth path within a fast-growing financial services company.
¢ Supportive team culture with regular recognition for top performers.

Perks and benefits

Food allowance, Annual bonus

📌 Sales Executive (New Delhi)
🏢 Wealthyfy India
📍 New Delhi