Sales Executive (finance) (Karnataka)

Sales Executive (finance) (Karnataka)

12 Aug
|
Usurp HRTech solutions
|
Karnataka

12 Aug

Usurp HRTech solutions

Karnataka

Position Sales Executive Finance Company DhanRaksha Wealth Advisory Website www dhanraksha com Office Location Prestige Meridian MG Road Bangalore Job Type Field Travel to Army Airforce Regiments within Bengaluru Office Work On-Site Full Time 5 Days a week Mon-Fri Work Timings 9 30am to 6 30pm About DhanRaksha At DhanRaksha we are not just financial advisors we are trusted partners in securing the future of ex-defense personnel doctors educators and professionals who have dedicated their lives to serving others Our mission is to bring ethical transparent and personalized wealth management to those who deserve it most With over 700 families across India placing their confidence in us we are committed to building lifelong financial security tailored to unique career paths About the Role We are looking for a motivated Sales Executive to join our Bengaluru team focusing on ex-defense personnel and their families In this consultative role you will guide potential clients through the early stages of their financial planning journey based on the data from attendance sheets provided after lectures by our founder Mr Pranav Chabaria Key Responsibilities 1 Client Appointment Setting Visit Indian Army regiments and units to conduct financial awareness sessions After the lecture by our Founder Mr Pranav Chabaria use the attendance sheet to identify potential clients Engage with prospects over the phone to understand their financial needs and concerns Present DhanRaksha s solutions clearly and ethically driving the first sale and maintaining an advisory-based conversation 2 Documentation and Payment Assistance Help clients with the necessary documentation such as filling out forms and gathering required documents PAN Aadhar etc Ensure smooth payment collection aligned with DhanRaksha s ethical and transparent practices 3 Bond Delivery Post-Payment Registration Once the financial transaction is complete deliver finalized financial bonds and investment documents to the clients Record the post-payment details in internal systems and apps to maintain accuracy and client satisfaction Requirements Minimum 1-3 years of experience in customer-facing sales preferably in financial services insurance or wealth advisory Must own a bike and a valid driving license for visits Must own a laptop for documentation and CRM updates Hindi and English are a must Why Join DhanRaksha Serve those who ve served the nation our clients are ex-defense personnel and professionals who trust you with their financial future Ethical sales environment no product pushing only genuine solutions Cooperative and transparent workplace culture Be part of a rapidly growing organization with a 90 client retention rate If you re passionate about financial literacy building long-term client relationships and making a meaningful difference in the lives of defense families DhanRaksha is the place for you Job Types Full-time Permanent Pay 30 000 00 - 40 000 00 per month Benefits Flexible schedule Paid time off Application Question s Do you have a two-wheeler or can arrange one Are you comfortable with the office location at MG road Bangalore What is your current last monthly in-hand salary If you get selected how soon can you join Mention notice period if applicable How much years of experience do you have in sales Are you comfortable with travelling to army regiments for guest lectures and post lecture coordination work You need to carry your own laptop to the office Do you own a laptop or can arrange one if gets selected Are you comfortable with the pay structure upto 4 LPA fixed plus3LPAvariable

📌 Sales Executive (finance) (Karnataka)
🏢 Usurp HRTech solutions
📍 Karnataka

Reply to this offer

Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.

Subscribe to this job alert:

Get the latest job offers by email for: sales executive (finance) (karnataka) / karnataka

Subscribe to this job alert:

Get the latest job offers by email for: sales executive (finance) (karnataka) / karnataka