Finance Marketing Executive

Company: IMS (Investment Made Simple)

Location: Mysore, Karnataka

Experience: 0–3 years (Freshers can apply)

Role Overview

The Sales Executive at IMS is responsible for acquiring new clients, explaining financial products clearly, and converting leads into long-term advisory relationships. This role requires strong communication skills, basic financial awareness, and ethical sales conduct.

Key Responsibilities

Generate and convert leads for financial products:

Mutual Funds

Insurance

Fixed Deposits

Other investment solutions

Explain products in a simple, transparent, and compliant manner

Conduct client meetings (in-person / phone / online)

Understand client financial needs and coordinate with advisors

Maintain follow-ups, CRM updates, and documentation

Support portfolio review calls and onboarding process

Build long-term client relationships through trust and clarity

Achieve monthly and quarterly sales targets

Required Skills & Qualifications

Graduate in any discipline (Commerce/Finance preferred)

Basic understanding of financial products (training provided)

Strong communication skills (Kannada mandatory, English/Hindi preferred)

Persuasive but ethical sales approach

Willingness to learn financial concepts

Comfortable with targets and performance-based roles

Preferred (Not Mandatory)

Experience in banking, insurance, NBFC, or mutual fund sales

NISM certification (or willingness to obtain)

Local market knowledge

What IMS Offers

Fixed salary + attractive incentives

Structured training in financial markets

Career growth into Relationship Manager / Advisor roles

Association with SEBI-registered partners (Motilal Oswal)

Ethical, education-first sales culture

Who Should Apply

Freshers looking to build a career in finance

Sales professionals wanting to shift into financial advisory

Individuals who believe in long-term value creation, not push selling