Area Sales Executive

2 days ago


Mysore, Karnataka, India fb507ed6-9fde-4ca2-91f2-3baa8780ee77 Full time ₹ 20,00,000 - ₹ 60,00,000 per year

Job Title: Sales Executive – Wealth Management (MOFSL Franchise)

About Us:

We are a franchise partner of Motilal Oswal Financial Services Ltd (MOFSL). We offer Mutual Funds, PMS, AIF, Insurance, Loans and complete financial guidance to clients. We are looking for a proactive and target-driven Sales Executive.

Key Responsibilities:

  • Acquire new clients through calls, visits, networking and referrals
  • Sell financial products: Mutual Funds, PMS, AIF, Insurance, Loans
  • Understand client goals and recommend suitable investments
  • Maintain long-term client relationships
  • Achieve monthly and quarterly sales targets
  • Support clients with onboarding, documentation and KYC
  • Coordinate with MOFSL support teams for service and product updates
  • Maintain follow-up records, CRM and renewal tracking

Requirements:

  • Any degree (Finance/Business preferred)
  • Experience in BFSI or financial product sales is a plus
  • Strong communication and convincing skills
  • Fast learner with proactive approach
  • Self-driven and goal-oriented

Optional Certifications:

  • NISM (Mutual Funds / Investment Advisor)
  • IRDA (Insurance)

What We Offer:

  • Good salary + incentives
  • Training support from MOFSL
  • Growth-focused and professional work environment

Job Types: Full-time, Permanent

Pay: ₹20, ₹50,000.00 per month

Benefits:

  • Flexible schedule

Work Location: In person



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