About the job: As a field sales executive at MJSN & Company, you will have the opportunity to showcase your expertise in effective communication, financial services, sales strategy, MS-Excel, and lead generation. We are seeking a dynamic individual who is passionate about driving business growth and building strong relationships with clients. Key responsibilities: 1. Developing and implementing sales strategies to achieve revenue targets 2. Identifying and generating leads through networking, cold calling, and market research 3. Building and maintaining relationships with new and existing clients 4. Providing expert advice on financial services and products to customers 5. Creating and presenting sales proposals to potential clients 6. Utilizing MS-Excel to analyze sales data and track performance metrics 7. Generate leads by visiting nearby offices, shops, and corporates 8. Educate and onboard clients on financial products (loans, insurance, demat, etc.) 9. Organize and represent the firm in financial literacy events, camps, and seminars 10. Follow up with leads via phone, WhatsApp, and in-person meetings 11 Coordinate with banks, NBFCs, insurance partners and brokers. 12. Collaborating with internal teams to ensure smooth sales process and customer satisfaction If you are a motivated and results-driven individual with a strong background in sales and a passion for the financial services industry, we want to hear from you. Join our team at MJSN & Co LLP and take your career to new heights! Who can apply: Only those candidates can apply who: have minimum 1 years of experience Salary: ₹ 2,30,000 - 2,75,000 /year Experience: 1 year(s) Deadline: 2025-08-27 23:59:59 Skills required: MS-Excel, Lead Generation, Effective Communication, Financial Services and Sales Strategy Other Requirements: 1. Local candidates from Gurugram or nearby areas for easy on-ground execution. 2. Candidates who are comfortable with field visits and client meetings. 3. Experience in financial product sales, BFSI sector, fintech, or DSA networks. 4. Prior exposure to insurance broking, demat account opening, loan documentation or financial product pitching. 5. Presentable personality with confidence in both face-to-face and phone-based selling. 6. Willingness to work in a target-based environment with an incentive mindset. 7. Own conveyance (2-wheeler) for field visits (fuel allowance applicable). 8. Basic understanding of tools like Excel, Google Sheets, CRM, WhatsApp Business. 9. Candidates who have previously worked in CA offices, loan DSAs, insurance aggregators, or stock broker environments will be preferred. 10. Should be open to assist in organizing financial awareness events, camps, or tie-ups with offices/corporates. About Company: We are a CA firm based in Gurgaon and Faridabad. We provide quality professional services in the field of GST, direct tax, ROC compliances, consultancy, audits, accounting, and other allied areas.
