Job Description

Location:

Athwa Gate, Surat (Shifting to Vesu in ~6 months)

Qualification:

BBA - Finance & Marketing

Salary:

?15,000-?20,000/month

Experience:

Min. 1 year in a similar industry

Ckredence Wealth (formerly Chirag Investments) has been a trusted name in wealth management since 1987, with 40+ employees across Surat, Mumbai, and Baroda. We deliver exceptional financial solutions, our success is driven by a commitment to innovation, collaboration, and customer satisfaction.

Role Overview:



We seek a dynamic

Sales Executive

to drive sales, build client relationships, and contribute to business growth.

Key Responsibilities:



Generate leads via networking, referrals, and cold calling. Conduct sales presentations and meetings. Build and maintain long-term client relationships. Meet/exceed sales targets and maintain records. Stay updated on financial products and market trends. Negotiate and close deals effectively. Collaborate with internal teams to optimize client solutions.

Qualifications & Skills:



BBA in Finance/Marketing or related field. 1+ year sales experience with a strong track record. Excellent communication, negotiation & MS Office skills (CRM is a plus). Goal-driven, independent & team player.

What We Offer:



Competitive salary + performance incentives. Training on financial products and sales strategies. Career growth opportunities. Dynamic and collaborative work environment. Employee benefits as per company policy.
Join us to build a rewarding career in wealth management!

Apply Now:

Send your resume to +91 8511081187

Job Type: Full-time

Pay: ?15,000.00 - ?20,000.00 per month

Benefits:

Health insurance Leave encashment Life insurance Paid sick time Paid time off
Experience:

B2B sales: 1 year (Preferred)
Language:

English (Preferred)
License/Certification:

NISM V111 (Preferred)
Willingness to travel:

75% (Preferred)
Work Location: In person

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Job Detail

  • Job Id
    JD4038292
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    GJ, IN, India
  • Education
    Not mentioned
  • Experience
    Year