Sales Executive (Fresher)

Where2Invests

Key Responsibilities:

• Learn and develop in-depth knowledge of investment products such as

  Mutual Funds, Fixed Deposits, Bonds, PMS, AIFs, NPS, Sovereign Gold Bonds, Insurance-linked, and Equity-linked products

  .
• Educate and guide potential investors about

  Where2Invest’s

  new product offerings and how they enhance their existing portfolio.
• Assist senior sales managers in

  client acquisition, onboarding, and servicing

  processes.
• Participate actively in

  financial literacy programs, product training sessions, and investor awareness initiatives

  .
• Generate new business leads through

  cold calling, digital marketing channels, social media outreach, and referral networks

  .
• Maintain accurate records of client interactions and ensure

  timely follow-ups

  .
• Adhere to

  ethical, transparent, and SEBI/RBI-compliant

  sales practices at all times.

Desired Candidate Profile:

• Education:

  Graduate in Finance, Commerce, Economics, or Business. MBA/PGDM preferred.

• Experience:

  Freshers with a strong interest or exposure to financial markets and investments.

• Knowledge:

  Basic understanding of investment products such as Mutual Funds, Fixed Deposits, and Bonds. Familiarity with PMS, AIFs, and NPS is advantageous.

• Certifications:

  NISM certifications (Mutual Fund Distributor VA, Equity Derivatives VIII, Research Analyst XV, etc.) preferred but not mandatory.

• Skills:

• Passion for learning and developing a career in

  financial sales

• Strong

  communication and presentation

  skills
• Confidence in engaging with retail clients
  
• Self-motivated, disciplined, and goal-oriented
  

What We Offer:

• Structured training program

  on financial products and compliant sales practices

• Mentorship

  from experienced industry professionals

• Competitive compensation

  with future scope for performance-based incentives

• Career progression opportunities

  into roles such as

  Wealth Manager, Relationship Manager, or Investment Advisor