Field Sales Executive

Job Summary:R Patel Wealth is looking for a dynamic and result-oriented Field Sales Executive to acquire new clients and promote financial products such as Mutual Funds, Insurance, and other wealth management solutions. The role involves meeting clients in the field, understanding their financial needs, and converting leads into long-term relationships.

• Key Responsibilities:Identify and approach potential clients through field visits, references, and networking
• Promote Mutual Funds, SIPs, Insurance, and other financial products of the firm
• Explain product features, benefits, and risks to clients clearly
• Assist clients in completing documentation and onboarding formalities
• Achieve monthly and quarterly sales targets assigned by the firm
• Build and maintain long-term relationships with clients
• Provide regular follow-ups and after-sales support
• Submit daily/weekly sales and visit reports to the reporting manager
• Represent R Patel Wealth professionally in the market