Sales Executive for Surat Location

About the role

We are looking for an energetic, client-focused professional to grow our mutual fund, insurance, and other financial services business. The role involves finding prospective clients, arranging meetings, following up on enquiries, and building long-term client relationships.

What you'll do

• Generate leads through calling, referrals, networking, and field visits
• Understand clients’ financial needs and arrange discussions with the appropriate advisor
• Explain mutual fund, insurance, and other service offerings using company-approved information
• Follow up with prospective clients and support them through account opening, applications, and documentation
• Maintain accurate records of calls, meetings, leads, and conversions

What you need

• 2–5 yrs of experience
• Sales
• Mutual funds
• Insurance
• Field sales
• Customer service
• Any graduate

What you get

• ₹15k–₹20k a month