Area Sales Executive
2 days ago
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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