Financial Sales Executive

We're Hiring: Financial Sales ExecutiveLocation: SuratType: Full-time | Field-Based | Salary + Incentives + Fuel ReimbursementAre you passionate about financial planning and enjoy building long-term client relationships?Join Krishna Investments, a trusted financial advisory firm managing over ₹200 Cr in assets and serving 1500+ clients.We’re looking for a Financial Sales Executive to help us expand our reach, deliver personalised financial solutions, and contribute to our mission of building wealth with clarity and care.Your Key Responsibilities:Client Acquisition & Field Sales:Identify and approach prospective clients (HNIs, salaried professionals, business owners)Attend meetings, networking events, and conduct in-person consultationsSolution-Based Selling:Present mutual funds, SIPs, and insurance as tools for financial planningRecommend customised investment solutions based on individual goalsClient Relationship Management:Maintain strong after-sales supportGuide clients on portfolio diversification and performance trackingLead Management & Reporting:Achieve monthly sales targets and maintain a sales pipelineUpdate daily activity reports and follow up with leads via calls and visitsWhat We're Looking For:Graduate or post-graduate with good communication and interpersonal skills6–8 months of experience in field sales preferred (exceptional freshers welcome)Strong problem-solving, relationship-building, and negotiation skillsEagerness to learn financial planning concepts and market trendsStreet-smart, proactive, and client-first attitudeWhat You’ll Get:Fixed salary (no bar for the right candidate)Performance-based commissions and incentivesPetrol reimbursement as per company normsMentorship under industry-leading advisors with over two decades of experience

Apply now:Email your resume tohitesh.gatiwala@krishnainvestments.co.ingatiwala.wealth@krishnainvestments.co.inCall: +91 98251 00921 | +91 63548 21454Let’s help people plan better, invest smarter, and grow stronger — together.#NowHiring #SuratJobs #FinancialPlanning #MutualFunds #InsuranceSales #ClientAdvisory #FieldSales #KrishnaInvestments #SalesJobs #WealthManagement