Financial Sales Executive

📍 Location: MG Road, Gurugram 

About Us

Finora Wealth is a trusted wealth management company with 25+ years of experience in working with High Net-Worth Individuals (HNIs). We specialize in Mutual Funds, PMS, AIFs, Insurance, and other wealth solutions.

Sales Executive

Key Responsibilities

• Maintain and update

  Lead Sheets / CRM

  for investor prospects
• Reach out to potential clients via

  email and WhatsApp

• Nurture leads with timely follow-ups and professional communication

• Generate and schedule calls/meetings

  for senior partners with qualified prospects
• Assist with client communication campaigns (emails, WhatsApp broadcasts, updates)
• Coordinate with senior management to ensure smooth lead handover

Requirements

• 2-5 Years of Experience in financial product sales

  (Mutual Funds, Insurance, Investments, etc.) preferred
• Strong communication skills (written & verbal, English + Hindi)
• Proficiency in

  Google Sheets, Email, and WhatsApp for Business

• Basic understanding of marketing tools (Mail merge, CRM, or campaign tools)
• Organized, proactive, and result-oriented with a client-first approach

What We Offer

• Opportunity to work closely with

  industry leaders in wealth management

• Exposure to

  HNI client base

  and premium financial products
• Performance-driven growth path with incentives
• Professional and collaborative work environment