Job
Description
Job Title: Sales Executive Department : Sales C Business Development Location : Gachibowli Hi-tech city, Hyderabad Job Summary: We are seeking a dynamic and results-driven Sales Executive to join our team at Subh Shanti Wealth Pvt Ltd . The ideal candidate will be responsible for generating leads, building client relationships, and driving sales for our wealth management services. This role requires strong communication skills, financial acumen, and the ability to identify investment opportunities for clients. Key Responsibilities: Identify and generate new business opportunities through networking, referrals, and cold calling. Build and maintain strong relationships with prospective and existing clients. Educate clients on wealth management solutions, investment products, and financial planning services. Conduct market research to identify potential clients and assess their investment needs. Meet and exceed sales targets by developing strategic sales plans. Collaborate with the wealth management team to create customized financial solutions for clients. Maintain accurate records of sales activities and client interactions in the CRM system. Stay updated on industry trends, financial markets, and competitor activities. Required Qualifications G Skills: Education: Bachelor’s degree in finance, Business Administration, B. Com or a related field. Experience: 1-3 years of experience in sales, preferably in the financial services or wealth management industry. Skills: Strong communication, negotiation, and interpersonal skills. Knowledge of investment products, mutual funds, and financial planning. Ability to work independently and as part of a team. Goal-oriented with a proven track record of meeting sales targets. Proficiency in MS Office and CRM software. Preferred Qualifications: Experience in wealth management, banking, or insurance sales. Certification in financial advisory (e.g., CFP, NISM, AMFI) is an advantage. Work Environment Benefits: Competitive salary with performance-based incentives. Opportunities for career growth and professional development. Work in a dynamic and fast-growing wealth management firm. Job Type: Full-time Pay: ₹15,000.00 - ₹50,000.00 per month Schedule: Day shift Language: English (Required) Work Location: In person Application Deadline: 10/10/2025
