Sales Executive (Finance)

Position: Sales Executive (Finance)

Company: DhanRaksha Wealth Advisory

Website: www.dhanraksha.com

Office Location: Prestige Meridian, MG Road, Bangalore

Job Type:

● Field Travel to Army/ Airforce Regiments within Bengaluru + Office Work

● On-Site/ Full Time/ 5 Days a week (Mon-Fri)

● Work Timings: 9:30am to 6:30pm

About DhanRaksha: At DhanRaksha, we are not just financial advisors, we are trusted partners in securing the future of ex-defense personnel, doctors, educators, and professionals who have dedicated their lives to serving others. Our mission is to bring ethical, transparent, and personalized wealth management to those who deserve it most. With over 700 families across India placing their confidence in us, we are committed to building lifelong financial security tailored to unique career paths.

About the Role: We are looking for a motivated Sales Executive to join our Bengaluru team, focusing on ex-defense personnel and their families. In this consultative role, you will guide potential clients through the early stages of their financial planning journey, based on the data from attendance sheets provided after lectures by our founder, Mr. Pranav Chabaria.

Key Responsibilities:

1) Client Appointment Setting:

● Visit Indian Army regiments and units to conduct financial awareness sessions.

● After the lecture by our Founder, Mr. Pranav Chabaria, use the attendance sheet to identify potential clients.

● Engage with prospects over the phone to understand their financial needs and concerns.

● Present DhanRaksha’s solutions clearly and ethically, driving the first sale and maintaining an advisory-based conversation.

2) Documentation and Payment Assistance:

● Help clients with the necessary documentation, such as filling out forms and gathering required documents (PAN, Aadhar, etc.).

● Ensure smooth payment collection aligned with DhanRaksha’s ethical and transparent practices.

3) Bond Delivery & Post-Payment Registration:

● Once the financial transaction is complete, deliver finalized financial bonds and investment documents to the clients.

● Record the post-payment details in internal systems and apps to maintain accuracy and client satisfaction.

Requirements:

✔ Minimum 1-3 years of experience in customer-facing sales, preferably in financial services, insurance, or wealth advisory.

✔ Must own a bike and a valid driving license for visits.

✔ Must own a laptop for documentation and CRM updates.

✔ Hindi and English are a must.

Why Join DhanRaksha?

➞ Serve those who’ve served the nation — our clients are ex-defense personnel and professionals who trust you with their financial future.

➞ Ethical sales environment — no product pushing, only genuine solutions.

➞ Collaborative and transparent workplace culture.

➞ Be part of a rapidly growing organization with a 90%+ client retention rate.

If you're passionate about financial literacy, building long-term client relationships, and making a meaningful difference in the lives of defense families, DhanRaksha is the place for you.

Job Types: Full-time, Permanent

Pay: ₹30,000.00 - ₹40,000.00 per month

Benefits:

• Flexible schedule
• Paid time off

Application Question(s):

• Do you have a two-wheeler or can arrange one?
• Do you have a laptop?
• Are you comfortable with the office location at MG road, Bangalore?
• What is your current/ last monthly in-hand salary?
• If you get selected, how soon can you join. Mention notice period if applicable.
• How much years of experience do you have in sales?
• Are you comfortable with travelling to army regiments for guest lectures and post lecture coordination work?