Sales Executive

Job Title:

Role Overview

Key Responsibilities

• Generate leads and approach prospective clients through calls, meetings, referrals, and digital channels
• Explain mutual funds, SIPs, and other financial instruments in simple, clear language
• Understand each clients needs, risk appetite, and goals, and recommend suitable products
• Onboard new investors and assist with KYC, documentation, and SIP registration
• Follow up with prospects and convert enquiries into investments
• Maintain client relationships to encourage retention and referrals
• Keep accurate records of leads, meetings, and sales
• Achieve monthly sales and SIP-acquisition targets
• Follow all SEBI, AMFI, and company compliance guidelines in every client interaction

Desired Candidate Profile

• Any graduate degree
• Freshers are welcome; prior sales or finance experience is a plus
• NISM Series V-A (Mutual Fund Distributors) certification preferred. Candidates without it will be supported to complete it after joining
• Good communication skills in English and Telugu/Hindi
• Confident, persuasive, and comfortable speaking with new people
• Interest in finance, investing, and the capital markets
• Willingness to learn, take feedback, and work toward targets
• Basic knowledge of MS Office and smartphone apps
• Honest, ethical, and client-first approach

Perks and Benefits

• Fixed monthly salary of 20,000 - 25,000
• Performance-based incentives
• On-the-job training in mutual funds, SIPs, and client handling
• Support to complete NISM certification
• Exposure to the wealth management and financial distribution industry
• A learning environment with room for growth

Job Details

• Location: Hyderabad
• Employment Type: Full Time, Permanent
• Experience: 0 - 2 years
• Salary: 20,000 - 25,000 per month + incentives
• Department: Sales & Business Development
• Industry: Financial Services