Job Description

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: ₹30,000.00 - ₹35,000.00 per month

Benefits:

Cell phone reimbursement Internet reimbursement Leave encashment
Work Location: In person