ABOUT THE ROLE

We are looking for energetic Sales Executives to find and win recent investors, start SIP and lump sum investments that suit each client's goals, and build long-term client relationships. You will get full product training and a clear growth path into relationship management.

KEY RESPONSIBILITIES

- Generate leads through cold calling, referrals, local networking, visits to offices and housing societies, investor-awareness events and company leads.

- Meet prospective clients daily in the field or at the branch and explain mutual funds and SIPs in simple language.

- Convert leads into new SIPs, lump sum investments , IMP and PMS .

- Complete risk profiling before recommending any product, and recommend only schemes that fit the client's goals and risk profile.

- Stay in regular touch with clients, handle SIP stop, pause and redemption requests promptly, and support portfolio reviews

- Follow SEBI and AMFI codes of conduct: no assured-return promises, no mis-selling, no cash collection

- Update the CRM/MIS daily .

📌 Sales Executive (Bengaluru)
🏢 Thinkwise Finserv
📍 Bengaluru