**

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 salary **

About the Role
*
* We 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.
- Growth opportunities in financial services sales and client relationship management.

📌 Sales Executive for Surat Location
🏢 EH Jobs
📍 Surat