Area Sales Executive

Job Title: Sales Executive – Wealth Management (MOFSL Franchise)

About Us:
We are a franchise partner of Motilal Oswal Financial Services Ltd (MOFSL). We offer Mutual Funds, PMS, AIF, Insurance, Loans and complete financial guidance to clients. We are looking for a proactive and target-driven Sales Executive.

Key Responsibilities:

• Acquire new clients through calls, visits, networking and referrals
• Sell financial products: Mutual Funds, PMS, AIF, Insurance, Loans
• Understand client goals and recommend suitable investments
• Maintain long-term client relationships
• Achieve monthly and quarterly sales targets
• Support clients with onboarding, documentation and KYC
• Coordinate with MOFSL support teams for service and product updates
• Maintain follow-up records, CRM and renewal tracking

Requirements:

• Any degree (Finance/Business preferred)
• Experience in BFSI or financial product sales is a plus
• Strong communication and convincing skills
• Fast learner with proactive approach
• Self-driven and goal-oriented

Optional Certifications:

• NISM (Mutual Funds / Investment Advisor)
• IRDA (Insurance)

What We Offer:

• Good salary + incentives
• Training support from MOFSL
• Growth-focused and professional work environment

Job Types: Full-time, Permanent

Pay: ₹20,000.00 - ₹50,000.00 per month

Benefits:

• Flexible schedule

Work Location: In person