Sales Executive for Surat Location

**Location:** Surat **Employment:** Full-time **Salary:** ₹15,000–₹20,000 per month, depending on experience and skills **Proposed incentives:** Performance-based incentives in addition to fixed salary **About the Role** We are looking for an energetic, client-focused professional to grow our mutual fund, insurance, and other financial services business. The role involves finding prospective clients, arranging meetings, following up on enquiries, and building long-term client relationships. **Key Responsibilities** - Generate leads through calling, referrals, networking, and field visits. - Understand clients’ financial needs and arrange discussions with the appropriate advisor. - Explain mutual fund, insurance, and other service offerings using company-approved information. - Follow up with prospective clients and support them through account opening, applications, and documentation. - Develop business opportunities across SIPs, mutual funds, life insurance, health insurance, and other services offered by the firm. - Maintain accurate records of calls, meetings, leads, and conversions. - Achieve agreed monthly targets for client meetings, new business, and follow-ups. - Coordinate with the operations team for timely client servicing. - Maintain client confidentiality and follow ethical sales practices, without making misleading promises or return guarantees. **Candidate Profile** - Graduate in any discipline; commerce, finance, or marketing preferred. - Preferably 6 months–2 years of experience in sales, banking, insurance, mutual funds, or financial services. Confident freshers may also apply. - Good communication skills in Hindi and Gujarati; basic English preferred. - Comfortable with calling, client meetings, field sales, and regular follow-ups. - Basic knowledge of Excel, email, and WhatsApp Business. - Self-motivated, presentable, and focused on building client trust. - Relevant financial product certifications will be an advantage. **What We Offer** - Fixed monthly salary of ₹15,000–₹20,000. - Opportunity to earn performance-based incentives. - Product training and guidance from experienced professionals. - Career growth in financial services sales and client relationship management.