Financial Sales Executive

Job Title: Financial Sales Executive – Investcraft (Sharekhan Franchise, Noida)

About Investcraft:

Investcraft is a SEBI-registered financial advisory firm and an authorized Sharekhan franchise in Noida. We specialize in equity investments, mutual funds, PMS, and trading services, offering customized wealth management solutions to a growing base of retail and HNI clients.

Role Overview:

We are looking for ambitious and performance-driven Financial Sales Executives to expand our client base and promote our investment solutions through Sharekhan’s trading platform. This is a client-facing role for professionals who understand capital markets and can convert opportunities into lasting relationships.

Key Responsibilities:

• Acquire new clients for mutual funds, equity portfolios, PMS, and Demat/trading accounts.
• Generate leads through networking, referrals, and local market outreach.
• Present investment products and explain their benefits to prospective investors.
• Support clients with account opening, onboarding, and after-sales service.
• Achieve monthly and quarterly sales targets with a strong focus on client retention.

Candidate Profile:

• Graduate or Postgraduate (Finance/Commerce preferred).
• 1–3 years of experience in financial product sales / broking / wealth advisory.
• Knowledge of equity markets, MF distribution, and trading platforms.
• Excellent communication, persuasion, and presentation skills.
• NISM certification (preferred but not mandatory)
• Willing to move out and meet clients to source new accounts and maintain a healthy relationship with existing clients

Job Type: Full-time

Pay: ₹30,000.00 - ₹35,000.00 per month

Benefits:

• Cell phone reimbursement
• Internet reimbursement
• Leave encashment

Work Location: In person