In-House Sales Executive

In-house Sales Executive / Financial Planning CoordinatorCompany: SDG Financial Services

Location: Office-based / In-house

Job Type: Full-time

Candidate Preference: Female candidate preferred

About SDG Financial ServicesSDG Financial Services helps individuals, families, professionals, and business owners plan their financial future through suitable investment and financial planning solutions. We receive regular enquiries through social media for investments, SIPs, mutual funds, insurance, tax planning, retirement planning, child education planning, and wealth creation.

We are looking for a confident and responsible In-house Sales Executive / Financial Planning Coordinator who can handle leads, understand client requirements, do basic need analysis, and guide clients with the support of our advisory team.

Role OverviewThe candidate will be responsible for connecting with potential clients, understanding their financial goals, collecting required information, doing basic need analysis, and helping clients plan their finances through suitable financial products such as:

Mutual Funds, SIP, SIF, PMS, AIF, Bonds, Debentures, Structured Products, Life Insurance, Health Insurance, and other financial planning solutions.

The role is not only about sales. It requires proper client understanding, follow-up, relationship building, and coordination with the financial planning team.

Key ResponsibilitiesHandle leads received through Instagram, Facebook, WhatsApp, Google Forms, referrals, and other channels.

Call prospects and understand their financial needs, goals, income profile, risk appetite, and investment expectations.

Do basic client need analysis for goals like wealth creation, retirement planning, child education, tax planning, insurance planning, and emergency fund planning.

Explain different financial products and services in a simple and professional manner.

Coordinate with the advisory team for suitable financial planning and product recommendations.

Schedule client meetings or appointments with the senior advisor/team.

Follow up with clients regularly and help them complete the onboarding process.

Maintain lead records, client details, follow-up status, and conversion updates in Google Sheets/CRM.

Assist clients with basic documentation and service-related coordination.

Build long-term relationships with clients and ensure good client experience.

Maintain confidentiality of client financial information.

Work towards monthly lead conversion and business targets.

Products & Services Involved

Mutual Funds and SIPs

SIF / Specialized Investment Funds

PMS

AIF

Bonds

Debentures

Structured Products

Life Insurance

Health Insurance

Tax planning support

Retirement planning

Child education planning

General financial planning

Required SkillsGood communication skills in Marathi, Hindi, and basic English.

Comfortable with calling, follow-ups, and client interaction.

Ability to understand client needs and explain financial concepts simply.

Basic knowledge of mutual funds, SIP, insurance, and investment products preferred.

Good listening skills and patience while handling clients.

Sales-oriented mindset with a service-first approach.

Basic computer knowledge, Google Sheets, WhatsApp, email, and CRM handling.

Disciplined, responsible, and target-oriented.

Willingness to learn about financial products and planning concepts.

QualificationGraduate preferred.

Experience in financial services, mutual fund distribution, banking, insurance, wealth management, telecalling, or client relationship management will be an added advantage.

Freshers with strong communication skills and learning attitude may also apply.

Ideal CandidateWe are looking for someone who is confident, polite, disciplined, and comfortable speaking with clients every day. The candidate should be interested in finance, willing to learn, and capable of helping clients take the first step toward proper financial planning.

CompensationSalary will be based on experience and skills.

Performance-based incentives may be offered based on lead conversion and business generation.

How to ApplyInterested candidates can apply with their resume and basic details.

Preference will be given to candidates who are serious about building a long-term career in financial services.