Sales Executive – Client Acquisition & Product Sales (BFSI)

Job Description

MAP Financial Services, an authorized franchise partner of Motilal Oswal Financial Services Ltd., is hiring a Sales Executive for new client acquisition and product sales in Faridabad and NCR.

This is a hybrid field + office role. You'll work from our Faridabad office for client meetings, lead reviews, and team coordination, and step into the field for face-to-face client meetings, KYC pickups, and local market activations.

Big advantage of this role: You won't be cold-calling all day. Our in-house telecalling team will pass warm, pre-qualified leads to you. Your job is to convert them and grow each client's portfolio over time. This is a target-driven, high-incentive role with strong growth potential into Relationship Manager and Wealth Manager positions.

Key Responsibilities

•     Convert warm leads (passed from in-house telecallers) into onboarded clients

•     Generate self-sourced leads through references, networking, and local market activity in Faridabad/NCR

•     Meet prospects face-to-face, explain product offerings, and complete KYC / account opening

•     Cross-sell SIPs, mutual funds, equity products, insurance, and lending solutions to existing clients

•     Achieve monthly targets: Demat accounts opened, SIPs activated, equity AUM, revenue

•     Maintain client relationships post-onboarding for repeat business and referrals

•     Coordinate with the telecalling team for appointment scheduling and lead follow-ups

•     Use CRM / Excel to log every meeting, call, and conversion stage

•     Stay updated on market trends, Motilal Oswal research reports, and new product launches

Candidate Requirements

•     Education: Graduate in any stream (B.Com / BBA / BA preferred); NISM VA certification is a plus

•     Experience: 1 – 2 years of sales experience in BFSI sector (mandatory). Bank / NBFC / broking / mutual fund / insurance / fintech background required.

•     Languages: Hindi (fluent), English (good), Hinglish comfort

•     Skills: Client-facing communication, negotiation, persuasion, basic computer / Excel, financial product knowledge

•     Two-wheeler with valid driving licence (mandatory for field meetings)

•     Age: 21 – 35 years preferred

•     Gender: Open to all

Salary & Benefits

•     Fixed Salary: ₹22,000 – ₹28,000 per month (based on BFSI experience and interview performance)

•     Per-account incentive on every Demat account opened

•     Monthly SIP volume bonus (on new SIPs activated)

•     Equity AUM-linked basis-point incentives

•     Revenue-linked monthly bonuses

•     Realistic On-Target Earnings (OTE): ₹35,000 – ₹50,000+ per month for performers

•     Free training on Motilal Oswal's full investment suite + NISM certification support

•     Clear growth path: Sales Executive → Relationship Manager → Wealth Manager

•     Fuel / travel reimbursement for verified client meetings

Interview Details

•     Interview Mode: Telephonic screening → In-person final round in office

•     Interview Location: MAP Financial Services, Omaxe World Street, Sector - 79, Faridabad