Job Type: Full time

Location: Surat Employment: Full-time Salary: ₹15,000–₹20,000 per month, depending on experience and skills Proposed incentives: Performance-based incentives in addition to fixed salaryAbout the RoleWe are looking for an energetic, client-focused professional to grow our mutual fund, insurance, and other financial services business. The role involves finding prospective clients, arranging meetings, following up on enquiries, and building long-term client relationships.Key Responsibilities- Generate leads through calling, referrals, networking, and field visits.- Understand clients’ financial needs and arrange discussions with the appropriate advisor.- Explain mutual fund, insurance, and other service offerings using company-approved information.- Follow up with prospective clients and support them through account opening, applications, and documentation.- Develop business opportunities across SIPs, mutual funds, life insurance, health insurance, and other services offered by the firm.- Maintain accurate records of calls, meetings, leads, and conversions.- Achieve agreed monthly targets for client meetings, new business,



and follow-ups.- Coordinate with the operations team for timely client servicing.- Maintain client confidentiality and follow ethical sales practices, without making misleading promises or return guarantees.Candidate Profile- Graduate in any discipline; commerce, finance, or marketing preferred.- Preferably 6 months–2 years of experience in sales, banking, insurance, mutual funds, or financial services. Confident freshers may also apply.- Good communication skills in Hindi and Gujarati; basic English preferred.- Comfortable with calling, client meetings, field sales, and regular follow-ups.- Basic knowledge of Excel, email, and WhatsApp Business.- Self-motivated, presentable, and focused on building client trust.- Relevant financial product certifications will be an advantage.What We Offer- Fixed monthly salary of ₹15,000–₹20,000.- Opportunity to earn performance-based incentives.- Product training and guidance from experienced professionals.- Career growth in financial services sales and client relationship management.

📌 Sales Executive for Surat Location
🏢 EducoHire
📍 Surat