Job Overview:

We are looking for a results-oriented Financial Product Sales professional with 1–3 years of experience in financial-product sales. The role involves acquiring new clients, generating self-sourced leads, explaining financial products to investors, developing relationships with HNI/corporate/IFA/distributor segments and achieving revenue targets.

Key Responsibilities:

Generate new business through self-sourced leads, referrals, networking and market outreach.

Acquire new clients and maintain strong long-term relationships.

Sell and promote Corporate Bonds, NCDs and other fixed-income / financial products offered by the company.

Clearly explain product features, benefits, risks, tenure, returns and suitability to prospective investors.

Demonstrate actual sales and revenue achievement rather than only activity metrics. Provide examples of personally acquired clients and approximate business/revenue generated.

Develop and leverage relationships with HNI, corporate, dealer, IFA and distributor networks wherever applicable.

Meet clients physically and represent the company professionally in the market. Maintain regular follow-ups, pipeline management and accurate sales records.

Achieve assigned sales and revenue targets and contribute to overall business growth.

Required Skills:





Robust sales orientation and proven business-development capability.

Ability to generate self-sourced leads and convert prospects into clients.

Good understanding of financial products, especially Corporate Bonds, NCDs and fixedincome products.

Strong communication, presentation and negotiation skills.

Ability to explain financial products clearly to investors.

Strong relationship-building and client-management skills.

Comfortable with field/client meetings and working from office.

Hindi and English mandatory for both locations.

Marathi communication strongly preferred for Nagpur.

Qualification & Experience:

Graduate in any discipline; preference may be given to candidates with a background in Finance, Banking, Commerce, Economics or related fields.

1–3 years of experience in financial-product sales. Preferred backgrounds: Banking, NBFC, Insurance, Wealth Management, Stock Broking, Mutual Funds, Financial Product Distribution or related financial-services sales.

Candidates must be able to demonstrate measurable sales/revenue achievement and client acquisition experience.

Pay: ₹20,000.00 - ₹25,000.00 per month

Work Location: In person

📌 Financial Product Sales Executive (Amravati)
🏢 Radhika Provision
📍 Amravati