STEPS FOR SUCCESS IN CAREER

At Adroit, we understand and value relationships. Therefore, we offer multiple business and career opportunities to people having positive attitude. Our ability to provide excellent financial service solutions is a result of its large pool of skilled manpower. We have a strong focus on human resource operations, which is an important part of our firm's business strategy.

At each level, Adroit employees have a pre-defined career path and hence an opportunity for continuous growth. We believe in our people, reflected in the blend of youth and experience that we have in our team compositions.

We are looking for young dynamic minds like you who share our vision for revolutionizing the Indian stock broking industry. Therefore, if you have the ability to satisfy our requirements and can face the pressure and challenge, you are welcome to our organization.

As a growing organization, we are seeking associates in all our field of operations, ranging from Research to Back Office.

Sales Executive ( Mutual Fund & Insurance)

Adroit Financial Services Pvt. Ltd Adroit is one of India's leading financial market services companies, providing a bouquet of capital market services including securities, broking, advisory, depository, equity research, derivatives, commodities trading, currency futures, and IPO distribution.

Position: Sales Executive ( Mutual Fund & Insurance)

Location: Ghaziabad, Kaushambi

Salary: 20,000 – 25,000 per month





Experience: 1-2 Years

Key Responsibilities:

- Identify and acquire new clients for Mutual Funds & Insurance products
- Understand client financial needs and recommend suitable solutions
- Conduct client meetings (physical / virtual)
- Present investment plans in a structured and qualified manner
- Follow up on leads and close sales effectively
- Maintain long-term relationships with clients
- Achieve monthly sales targets

Required Skills & Qualifications:

- Knowledge of Mutual Funds, SIPs, ELSS, and Insurance products
- Strong speaking and convincing skills
- Professional appearance and confident client representation
- Ability to explain financial concepts in simple language
- Good follow-up and relationship-building ability
- Basic understanding of financial markets

Preferred Qualifications:

- Any Graduate
- Experience in financial sales / broking / investment advisory
- NISM certification (preferred but not mandatory)
- Insurance certification (if applicable)

What We Offer:

- Attractive incentives structure
- Growth opportunities in financial advisory domain
- Supportive work environment
- Opportunity to build long-term client relationships

If you find this role suitable, kindly share your resume on WhatsApp at (phone hidden). Please do not call— WhatsApp messages only. Shortlisted candidates will be contacted for further discussion

📌 Sales Executive ( Mutual Fund & Insurance) (Ghaziabad)
🏢 Adroit Financial Services
📍 Ghaziabad