Finora Wealth

📍 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. We are looking for a Sales Executive to join our team and support our client acquisition efforts by managing investor outreach and appointment setting for our senior partners. 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