Financial Sales Executive
21 hours ago
Job Title: Financial Sales Executive – Investcraft (Sharekhan Franchise, Noida)
About Investcraft:
Investcraft is a SEBI-registered financial advisory firm and an authorized Sharekhan franchise in Noida. We specialize in equity investments, mutual funds, PMS, and trading services, offering customized wealth management solutions to a growing base of retail and HNI clients.
Role Overview:
We are looking for ambitious and performance-driven Financial Sales Executives to expand our client base and promote our investment solutions through Sharekhan's trading platform. This is a client-facing role for professionals who understand capital markets and can convert opportunities into lasting relationships.
Key Responsibilities:
- Acquire new clients for mutual funds, equity portfolios, PMS, and Demat/trading accounts.
- Generate leads through networking, referrals, and local market outreach.
- Present investment products and explain their benefits to prospective investors.
- Support clients with account opening, onboarding, and after-sales service.
- Achieve monthly and quarterly sales targets with a strong focus on client retention.
Candidate Profile:
- Graduate or Postgraduate (Finance/Commerce preferred).
- 1–3 years of experience in financial product sales / broking / wealth advisory.
- Knowledge of equity markets, MF distribution, and trading platforms.
- Excellent communication, persuasion, and presentation skills.
- NISM certification (preferred but not mandatory)
- Willing to move out and meet clients to source new accounts and maintain a healthy relationship with existing clients
Job Type: Full-time
Pay: ₹30, ₹35,000.00 per month
Benefits:
- Cell phone reimbursement
- Internet reimbursement
- Leave encashment
Work Location: In person
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