We are looking for a agile and result-oriented Sales Executive to join our financial planning firm. The candidate will be responsible for generating leads, understanding client financial needs, and offering suitable financial planning solutions such as investment planning, insurance, retirement planning, and wealth management services.

Key Responsibilities
Identify and generate new sales opportunities through calls, networking, and references
Meet potential clients to understand their financial goals and requirements
Explain financial planning services in a transparent and qualified manner
Promote investment and insurance solutions as per client needs
Maintain and build long-term relationships with clients
Achieve monthly and quarterly sales targets
Coordinate with internal financial advisors for client onboarding
Maintain accurate records of client interactions in CRM




Follow up with prospects and convert leads into clients
Stay updated with financial products and market trends

Required Skills
Good communication and interpersonal skills
Basic understanding of financial products (Mutual Funds, Insurance, Investments, etc.)
Ability to convince and handle client objections
Target-oriented and self-motivated
Robust follow-up and negotiation skills
Basic computer knowledge (MS Excel, CRM tools)

Qualifications
Graduate in any discipline (B.Com / BBA / MBA preferred)
Prior experience in sales / financial services will be an added advantage
Freshers with interest in finance sales can also apply

Experience
6months to 2 years in Sales / financial planning industry

📌 Sales Executive Pune
🏢 NS Wealth-SEBI Registered Investment Advisor
📍 Pune