Financial Sales Executive

4 days ago

Delhi, Delhi, India Finora Wealth Full time ₹ 15,00,000 - ₹ 28,00,000 per year

Location: MG Road, Gurugram 

About Us

Finora Wealth is a trusted wealth management company with 25+ years of experience in working with High Net-Worth Individuals (HNIs). We specialize in Mutual Funds, PMS, AIFs, Insurance, and other wealth solutions.

We are looking for a
Sales Executive

to join our team and support our client acquisition efforts by managing investor outreach and appointment setting for our senior partners.

Key Responsibilities

  • Maintain and update
    Lead Sheets / CRM

for investor prospects
- Reach out to potential clients via
email and WhatsApp
- Nurture leads with timely follow-ups and professional communication
- Generate and schedule calls/meetings

for senior partners with qualified prospects
- Assist with client communication campaigns (emails, WhatsApp broadcasts, updates)
- Coordinate with senior management to ensure smooth lead handover

Requirements

  • 2-5 Years of Experience in financial product sales

(Mutual Funds, Insurance, Investments, etc.) preferred
- Strong communication skills (written & verbal, English + Hindi)
- Proficiency in
Google Sheets, Email, and WhatsApp for Business
- Basic understanding of marketing tools (Mail merge, CRM, or campaign tools)
- Organized, proactive, and result-oriented with a client-first approach

What We Offer

  • Opportunity to work closely with
    industry leaders in wealth management
  • Exposure to
    HNI client base

and premium financial products
- Performance-driven growth path with incentives
- Professional and collaborative work environment

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