Financial Sales Executive

As a Financial Sales Executive at Krishna Investments in Surat, you will play a vital role in expanding our reach and delivering personalized financial solutions to clients. Join our team to contribute to our mission of building wealth with clarity and care. Your primary responsibilities will include client acquisition through field sales activities. You will be required to identify and approach prospective clients, including HNIs, salaried professionals, and business owners. Attending meetings, networking events, and conducting in-person consultations will be crucial in establishing strong client relationships. Utilizing solution-based selling techniques, you will present mutual funds, SIPs, and insurance products as tools for financial planning. Your role will involve recommending customized investment solutions tailored to individual goals and financial needs. Client relationship management is a key aspect of this role. You will be expected to provide strong after-sales support, guiding clients on portfolio diversification and performance tracking. Additionally, achieving monthly sales targets, maintaining a sales pipeline, and updating daily activity reports will be essential tasks. We are seeking candidates who are graduates or post-graduates with excellent communication and interpersonal skills. While 6-8 months of experience in field sales is preferred, exceptional freshers are also welcome to apply. Strong problem-solving abilities, relationship-building skills, and negotiation expertise are desired, along with an eagerness to learn financial planning concepts and market trends. A proactive, client-first attitude is essential for success in this role. In return, you can expect a competitive fixed salary with no bar for the right candidate, performance-based commissions, and incentives. Additionally, petrol reimbursement as per company norms will be provided. You will have the opportunity to receive mentorship under industry-leading advisors with over two decades of experience. To apply for this exciting opportunity, please email your resume to hitesh.gatiwala@krishnainvestments.co.in or gatiwala.wealth@krishnainvestments.co.in. You can also contact us at +91 98251 00921 or +91 63548 21454. Join us at Krishna Investments to help people plan better, invest smarter, and grow stronger together. #NowHiring #SuratJobs #FinancialPlanning #MutualFunds #InsuranceSales #ClientAdvisory #FieldSales #KrishnaInvestments #SalesJobs #WealthManagement,