Sales Executive

5 days ago

Gomtinagar Vistar Lucknow Uttar Pradesh, India Agriya Investments Full time ₹ 34,516 - ₹ 10,00,000 per year

Here's a professional and attractive Job Description (JD) for both Sales Executives and Sales Managers at Agriya Investments — written in a format suitable for job portals, LinkedIn, or internal hiring communication:

Agriya Investments – Job Description

Position:

Sales Executive / Sales Manager

Department:

Sales & Business Development

Location:

[Insert City Name]

Employment Type:

Full-time

Experience Required:

  • Sales Executive: 0–3 years
  • Sales Manager: 3–7 years

About Agriya Investments

Agriya Investments is a growing financial services organization offering a wide range of investment solutions across mutual funds, insurance, bonds, and wealth management products. We aim to empower clients with smart financial decisions through trust, transparency, and personalized service.

Position Overview

Sales Executives and Sales Managers will be responsible for driving business growth by acquiring new clients, building lasting relationships, and promoting investment products that suit client needs.

They will also represent Agriya Investments as trusted financial advisors, ensuring customer satisfaction and achieving sales targets.

Key Responsibilities

For

Sales Executives:

  • Identify and acquire new clients for investment and financial products.
  • Explain various financial instruments such as mutual funds, SIPs, insurance, and fixed-income options.
  • Maintain and grow relationships with existing clients through regular follow-ups.
  • Meet monthly and quarterly sales targets.
  • Stay updated on market trends and product knowledge.
  • Coordinate with the back-office and support team for smooth onboarding of clients.

For

Sales Managers (in addition to the above):

  • Lead, guide, and motivate a team of Sales Executives.
  • Develop and execute sales strategies to achieve team and organizational goals.
  • Conduct sales training and performance reviews.
  • Build strong relationships with high-value clients and corporate partners.
  • Prepare periodic reports on sales performance and market feedback.
  • Ensure compliance with company policies and regulatory norms.

Key Skills & Competencies

  • Strong communication and interpersonal skills
  • Good understanding of investment products and financial markets
  • Target-oriented and self-motivated attitude
  • Ability to build rapport and long-term relationships with clients
  • Team management and leadership skills (for Sales Manager)
  • Proficiency in MS Office and CRM tools

Qualification

  • Graduate in any discipline (Finance, Commerce, or Business preferred)
  • MBA or certification in financial products (AMFI, IRDA, NISM) will be an advantage

Compensation & Benefits

  • Competitive salary + performance-based incentives
  • Growth opportunities within the organization

Job Type: Full-time

Pay: ₹9, ₹34,516.46 per month

Benefits:

  • Cell phone reimbursement

Work Location: In person

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