About Haardik Nayak Group

Haardik Nayak Group is a financial products distribution company with over 32 years of trust, serving 2,000+ families through its four locations. With a team of 40+ professionals, we offer solutions across Investments, Insurance, Loans, and Real Estate.

Our focus is on building long-term client relationships, providing value-driven financial solutions, and inspiring trust.

Job Summary

We are looking for a dynamic and business-oriented Sales Executive with experience in financial products distribution. The candidate will be responsible for generating new business, developing existing client relationships, identifying cross-selling opportunities, and building a sustainable client base through regular engagement and follow-ups.

The ideal candidate should be proactive, comfortable with fieldwork, capable of generating business independently, and committed to providing quality client service.

Key Responsibilities

- Identify and generate new business leads through personal initiatives and market engagement.
- Develop existing client relationships through proactive and regular contact.
- Understand clients’ financial needs and recommend suitable financial products and solutions.
- Identify cross-selling opportunities across Investments, Insurance, Loans, and Real Estate.
- Build and maintain long-term client relationships to encourage repeat business and referrals.
- Respond to client enquiries, address concerns, and provide accurate product information.
- Conduct regular client meetings, follow-ups, and business discussions.
- Understand the importance of client service, timely follow-ups, and relationship continuity.
- Achieve individual sales targets and contribute to business growth.
- Maintain regular contact with existing clients to identify emerging needs and opportunities.
- Coordinate with internal departments to ensure smooth processing and timely service delivery.




- Follow up on prospective clients from initial enquiry through conversion.
- Keep client information, sales activities, and follow-up records updated in the company CRM.
- Stay informed about financial products, market developments, and relevant product features.
- Identify opportunities to expand business through client references, networking, and relationship development.

Candidate Requirements

- Graduate in any discipline.
- 3 - 5 years of experience in financial products distribution.
- Experience in Investments, Mutual Funds, Insurance, Loans, or related financial services will be an advantage.
- A self-driven and business-oriented approach with the ability to generate business independently.
- Own two-wheeler or other suitable vehicle for client visits is mandatory.
- Good communication, interpersonal, and relationship-building skills.
- Customer focused attitude with an understanding of service quality and timely follow-ups.
- Target-oriented approach with a willingness to learn and grow.
- Ability to work independently while coordinating effectively with colleagues.

Compensation and Benefits

- Attractive performance-based incentives and rewards.
- PF and ESIC, if applicable.
- Gratuity, if applicable.
- Supportive work culture.
- Learning and growth opportunities.
- Work-life balance.
- Opportunity to build a long-term career with an established financial products distribution company.
- Petrol reimbursement for eligible business related travel as per company policy.

Why Join Haardik Nayak Group? At HNG, we believe in building lasting relationships, encouraging professional growth, and rewarding performance. You will have the opportunity to work across multiple financial product categories and develop your career in a relationship-driven business setting.

Pay: ₹12,000.00 - ₹20,000.00 per month

Advantages

- Leave encashment
- Paid sick time
- Provident Fund

Work Location: In person

📌 Territory Sales Executive (Bilimora)
🏢 Haardik Nayak Financial Products Distribution
📍 Bilimora