Back Office Sales Executive

3 days ago

Kharghar Navi Mumbai Maharashtra, India SDG FINANCIAL SERVICES Full time

**Location**: Kharghar, Navi Mumbai

**Job Type**: Full-time

**About the Role**

**Key Responsibilities**
- Convert inbound/outbound leads into long-term clients.
- Understand client requirements and provide suitable financial planning solutions.
- Explain and cross-sell investment products such as **Mutual Funds, Insurance, Equity, PMS, and other financial instruments.**:

- Maintain client records and ensure smooth documentation and onboarding process.
- Provide after-sales support and build strong client relationships.
- Work closely with the sales and advisory team to achieve monthly/quarterly targets.

**Required Skills & Qualifications**
- Graduate in Finance/Commerce or equivalent (preferred but not mandatory).
- **Thorough knowledge of Investment Products** - Mutual Funds, Insurance, Equity, PMS, etc.
- Strong communication and convincing skills.
- Proficiency in MS Office and basic computer operations.
- Ability to work independently and in a team.

**Who Can Apply**

**What We Offer**
- Attractive **incentive structure** in addition to fixed salary.
- Excellent **learning opportunities** in financial planning and wealth management.
- Career growth with exposure to multiple financial products and advisory practices.
- Supportive work culture and continuous training.

**Job Types**: Full-time, Permanent

Pay: ₹200,000.00 - ₹400,000.00 per year

**Experience**:

- Financial services: 2 years (preferred)

**Location**:

- Kharghar, Navi Mumbai, Maharashtra (required)

Work Location: In person

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