Sales Executive

2 weeks ago

Hyderabad, Telangana, India Where2invest Limited Full time ₹ 4,00,000 - ₹ 12,00,000 per year

To build a career in financial product distribution by developing expertise in various investment instruments, understanding client requirements, and supporting the sales and promotion of Where2Invests flagship investment offerings.

Key Responsibilities:

  • Learn and develop in-depth knowledge of investment products such as Mutual Funds, Fixed Deposits, Bonds, PMS, AIFs, NPS, Sovereign Gold Bonds, Insurance-linked, and Equity-linked products.
  • Educate and guide potential investors about Where2Invest's new product offerings and how they enhance their existing portfolio.
  • Assist senior sales managers in client acquisition, onboarding, and servicing processes.
  • Participate actively in financial literacy programs, product training sessions, and investor awareness initiatives.
  • Generate new business leads through cold calling, digital marketing channels, social media outreach, and referral networks.
  • Maintain accurate records of client interactions and ensure timely follow-ups.
  • Adhere to ethical, transparent, and SEBI/RBI-compliant sales practices at all times.

Desired Candidate Profile:

  • Education: Graduate in Finance, Commerce, Economics, or Business. MBA/PGDM preferred.
  • Experience: Freshers with a strong interest or exposure to financial markets and investments.
  • Knowledge: Basic understanding of investment products such as Mutual Funds, Fixed Deposits, and Bonds. Familiarity with PMS, AIFs, and NPS is advantageous.
  • Certifications: NISM certifications (Mutual Fund Distributor VA, Equity Derivatives VIII, Research Analyst XV, etc.) preferred but not mandatory.

  • Skills:

  • Passion for learning and developing a career in financial sales

  • Strong communication and presentation skills
  • Confidence in engaging with retail clients
  • Self-motivated, disciplined, and goal-oriented

What We Offer:

  • Structured training program on financial products and compliant sales practices
  • Mentorship from experienced industry professionals
  • Competitive compensation with future scope for performance-based incentives
  • Career progression opportunities into roles such as Wealth Manager, Relationship Manager, or Investment Advisor

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