Finpave Capital Services

Sales and Relationship Executive - Job DescriptionPosition OverviewWe are seeking a dynamic and results-driven Sales and Relationship Executive to join our team. This role focuses on selling mutual funds and insurance products while building strong, long-term client relationships. Both fresher and experienced candidates (up to 1 year) are welcome to apply. Key ResponsibilitiesSales & Business DevelopmentPromote and sell mutual fund schemes and insurance products to prospective clients Achieve monthly and quarterly sales targets consistently Identify new business opportunities through networking, referrals, and market research Conduct product presentations and financial planning sessions with clients Convert leads into successful sales through effective communication and relationship building Relationship ManagementBuild and maintain strong relationships with existing clients Provide ongoing support and guidance on investment and insurance decisions Conduct regular follow-ups to ensure client satisfaction and retention Handle client queries, complaints, and service requests promptly Cross-sell and up-sell products based on client needs assessment Market DevelopmentDevelop and execute sales strategies to penetrate target markets Participate in marketing events, seminars, and financial awareness programs Build network with channel partners, brokers, and referral sources Stay updated with market trends, competitor activities, and regulatory changes Required QualificationsEducational BackgroundBachelor's degree in any discipline (Finance, Commerce, Business Administration preferred) Professional certifications like NISM (mutual funds) or IRDAI (insurance) are advantageous ExperienceFresher to 1 year of experience in financial services, mutual funds, or insurance sales Prior experience in sales, customer service, or client relationship management is beneficial Knowledge of financial products and investment planning concepts Skills & CompetenciesStrong communication and interpersonal skills Results-oriented mindset with proven ability to meet targets Excellent presentation and negotiation abilities Customer-centric approach with problem-solving skills Proficiency in MS Office and CRM software Ability to work independently and as part of a team Key Performance Indicators (KPIs)Monthly sales targets achievement New client acquisition numbers Assets Under Management (AUM) growth Client retention rates Revenue generation per client Product penetration ratios Desirable QualitiesStrong work ethic and self-motivation Ability to work under pressure and meet deadlines Excellent time management and organizational skills Willingness to travel within assigned territory Ethical approach to sales with compliance awareness Continuous learning attitude What We OfferCompetitive salary with performance-based incentives Comprehensive training on products and sales techniques Career growth opportunities in financial services Health insurance and other employee benefits Supportive team environment with mentorship programs Reporting StructureReports to: Sales Manager / Branch Manager Team Size: Individual contributor role with potential team leadership opportunities Working ConditionsFull-time position with standard business hours Field work required for client meetings and business development Target-driven environment with regular performance reviews Occasional weekend work for client events and seminars We are an equal opportunity employer committed to diversity and inclusion in the workplace.