Job Description

Role Overview

We are seeking a motivated and dynamic

Sales Representative

to join our growing team. The role involves engaging with prospective and existing clients, understanding their financial needs, offering customized investment solutions, and supporting basic capital market operational activities.

This position is ideal for individuals with strong communication skills, a passion for financial advisory, and the drive to achieve sales goals.

Key Responsibilities

Sales & Client Advisory

Identify and acquire new clients through cold calling, networking, and referrals. Present and explain financial products (Mutual Funds, SIPs, Insurance, etc.) to clients in a clear and compliant manner. Build and maintain long-term client relationships based on trust and service. Achieve monthly and quarterly sales targets. Educate clients on financial planning and guide them in making informed investment decisions. Maintain accurate records of sales activities and client interactions. Collaborate with the marketing team to execute campaigns and follow up on leads.

Capital Market Operations (Additional Responsibility)

Assist in handling basic capital market operations such as trade processing, order execution coordination, and client demat/trading-related queries. Ensure that all operational activities are compliant with SEBI and exchange regulations. Maintain proper documentation and records related to client transactions. Coordinate with backend operations and brokers for smooth settlement and reconciliation.

Requirements

Graduate degree (Finance/Commerce preferred, but not mandatory). Prior experience in sales or financial services preferred; freshers with strong communication skills are encouraged to apply. Strong interpersonal, communication, and negotiation skills. Ability to explain financial concepts in simple and clear terms.

NISM Series VIII (Equity Derivatives) certification is preferred for candidates handling capital market operations

(Candidates without certification may be required to complete it within a specified time after joining.)

Goal-oriented with a proactive mindset. Knowledge of mutual funds, SIPs, insurance, and capital market products will be an added advantage.

What We Offer

Attractive salary + performance-based incentives. Comprehensive training in financial products, sales strategies, and capital markets operations. Career growth opportunities in both sales and operations verticals of the financial services industry. A supportive and dynamic work environment.
Job Type: Full-time

Pay: From ?25,000.00 per month

Benefits:

Health insurance Internet reimbursement
Work Location: In person