Financial Sales Executive

13 hours ago

Sector Noida Noida Uttar Pradesh, India Indovietnam DMC Full time ₹ 4,20,000 per year

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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