We are looking for an enthusiastic and result-oriented Sales Executive to join our team.

This is a consultative sales and client relationship role, involving a combination of office-based sales activities and professional client meetings.

The candidate will primarily work from the office on lead generation, calling, follow-ups, client coordination, CRM updates, business development and relationship management. Whenever required, the candidate will also meet clients at their office, residence or another mutually convenient location to understand their financial requirements, explain the investment process, assist with documentation and build long-term relationships.

This is not a door-to-door sales job. Client visits are scheduled and conducted based on business requirements and client appointments. Travelling allowance is provided for eligible client meetings.

KEY RESPONSIBILITIES

Office-Based Sales & Business Development

- Generate new leads through various sources and marketing activities.
- Make outbound calls and connect with prospective clients.
- Follow up with existing leads and prospective clients.
- Understand the client's requirements and identify suitable financial service solutions.
- Schedule appointments and client discussions.
- Maintain regular follow-ups through phone, WhatsApp, email and other communication channels.
- Maintain accurate records of leads, calls, meetings and follow-ups in the CRM/system.
- Coordinate with the back-office team for smooth execution of client requirements.
- Participate in sales meetings, training programs and team activities.
- Work towards achieving assigned monthly and quarterly business targets.

Client Meetings & Relationship Management
- Attend scheduled meetings with prospective and existing clients when required.
- Visit the client's office, residence or mutually agreed meeting location for professional discussions.
- Understand the client's investment objectives, requirements, financial position and documentation needs.
- Explain the investment process and relevant financial products/services in a clear and professional manner.
- Assist clients in completing the required documentation and KYC-related formalities.
- Collect and coordinate required documents as per company procedures.
- Coordinate with the back-office team to ensure timely processing of client requirements.
- Maintain regular communication with clients after meetings and during the onboarding/process journey.
- Develop long-term professional relationships with clients.

Important: Nature of the Role This position involves a balanced combination of office work and client interaction.

The candidate will not be expected to spend the entire day travelling.

A typical working pattern may include:

Office Lead Generation Calling Follow-ups CRM Updates Client Appointment Client Meeting Office Coordination Follow-up

Client visits will be appointment-based and business-oriented, rather than random door-to-door sales.

The company provides travelling allowance for eligible client meetings.

CANDIDATE PROFILE

We are looking for candidates who have:

- Good communication and interpersonal skills.
- Confidence in speaking with clients.




- Strong convincing and negotiation abilities.
- Positive attitude and willingness to learn.
- Target-oriented and self-motivated approach.
- Ability to build and maintain customer relationships.
- Professional appearance and communication.
- Basic knowledge of MS Office, Excel and digital communication tools.
- Willingness to make calls and interact with clients.
- Willingness to attend scheduled client meetings when required.

EXPERIENCE 03 years of experience in:

- Sales
- Business Development
- Banking
- Financial Services
- Insurance
- Mutual Funds
- Relationship Management
- Customer Relationship / Client Servicing

Freshers with good communication skills, confidence and a strong interest in sales may also apply.

KEY SKILLS

- Sales & Business Development
- Lead Generation
- Client Relationship Management
- Consultative Selling
- Telecalling & Follow-ups
- Communication Skills
- Negotiation & Convincing Skills
- Target Achievement
- Customer Service
- Basic Financial Product Understanding
- MS Office & Excel
- CRM / Digital Communication

COMPENSATION & BENEFITS Salary: 18,000 – 30,000 per month (in-hand)

Additional Benefits:

- Performance-based incentives
- Travelling allowance for eligible client meetings
- Sales training
- Financial product knowledge training
- Client communication and relationship management exposure
- Opportunity for career growth
- Professional exposure in the financial services industry

CAREER OPPORTUNITY This is an opportunity for an ambitious sales professional to build a career in financial services, consultative selling, client acquisition and relationship management.

You will get exposure to both professional office-based sales operations and direct interaction with clients, giving you practical experience in understanding client requirements and managing the complete sales process.

Candidates who are hungry for growth, comfortable with targets, confident in communication and passionate about building client relationships are encouraged to apply.

JOIN US

Build your career in financial services.

Learn. Meet clients. Build relationships. Grow with us.

Nayan Saraiya – Mutual Fund Distributor

Goregaon East, Mumbai

Monday to Saturday | Work From Office + Scheduled Client Meetings

SALES EXECUTIVE

Company: Nayan Saraiya a Mutual Fund Distributor

Website: www.nayansaraiya.com

Location: Goregaon East, Mumbai

Position: Sales Executive

Employment Type: Full-Time

Working Days: Monday to Saturday

Working Hours

9:30 AM to 6:30 PM

OR

10:30 AM to 7:30 PM

ABOUT THE COMPANY

Nayan Saraiya is an established financial services firm founded in 1999 and an AMFI-registered Mutual Fund

Distributor.



The company has built a strong customer-centric practice and serves a growing base of investors and families through systematic financial services and investment solutions.

JOB SUMMARY

We are looking for an enthusiastic and result-oriented Sales Executive to join our team.

The candidate will be responsible for generating new business opportunities, connecting with prospective clients,

developing relationships with existing clients, conducting follow-ups and supporting the growth of the company's client base.

This role is suitable for candidates who are confident communicators, target-oriented, proactive and interested in building a career in financial services and sales.

KEY RESPONSIBILITIES

Generate new leads and identify potential clients through various sources.

Make outbound calls and follow up with prospective clients.

Understand customer requirements and maintain strong client relationships.

Schedule and conduct client meetings and discussions.

Explain financial products and services to prospective clients in a clear and professional manner.

Follow up regularly with leads and convert qualified prospects into clients.

Maintain proper records of leads, calls, meetings and follow-ups.

Coordinate with the back-office team for smooth execution of client requirements.

Develop and maintain a strong network of prospective clients.

Achieve assigned monthly and quarterly sales targets.

Maintain professional communication and provide excellent customer service.

Participate in sales meetings, training programs and team activities.

Travel for client meetings whenever required.

CANDIDATE PROFILE

We are looking for candidates who have:

Good communication and interpersonal skills.

Strong convincing and negotiation abilities.

Positive attitude and willingness to learn.

Target-oriented and self-motivated approach.

Ability to build and maintain customer relationships.

Basic knowledge of MS Office, Excel and digital communication tools.

Willingness to make calls and meet clients.

Willingness to travel for business meetings when required.

...

Experience: 3 years in Sales / Business Development / Banking / Financial Services / Insurance / Mutual Funds /

Relationship Management.

Freshers with valuable communication skills and a strong interest in sales may also apply.

KEY SKILLS

Sales & Business Development

Lead Generation

Client Relationship Management

Telecalling & Follow-ups

Communication Skills

Negotiation & Convincing Skills

Target Achievement

Customer Service

Basic Financial Product Understanding

COMPENSATION & BENEFITS

Salary: 18,000 - 30,000 per month (in-hand)

Additional Benefits

Performance-based incentives

Travelling allowance

Sales training and product knowledge training

Opportunity for career growth

Professional exposure in the financial services industry

CAREER OPPORTUNITY

This is an prospect for an ambitious sales professional to develop expertise in financial services, client acquisition and relationship management while working with an established financial services firm.

Candidates who are hungry for growth, comfortable with targets and passionate about sales are encouraged to apply.

Apply Now and Build Your Career in Financial Services!

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