Assistant Sales Manager

JOB DESCRIPTION

Sales Executive — Financial Products & Services

Job Title

Sales Executive — Financial Products & Services

Department

Sales & Business Development

Reports To

Head of Sales / Regional Sales Manager

Employment Type

Full-Time, Permanent

Location

On-site / Hybrid (as applicable)

Compensation

Competitive Base Salary + Performance Incentives

About the Role

We are looking for driven and results-oriented Sales Executives to join our financial services team. This is an excellent opportunity for both freshers and experienced candidates who are passionate about sales and finance. You will be responsible for acquiring new clients, managing existing relationships, and promoting our suite of financial products and services, acting as a trusted advisor to individuals and businesses.

Key Responsibilities

Client Acquisition & Sales

› Identify and prospect new clients through networking, referrals, cold outreach, and events.

› Present, promote, and sell financial products including investments, insurance, loans, and wealth management solutions.

› Achieve and exceed monthly and quarterly sales targets and KPIs.

› Conduct financial needs assessments to recommend suitable products and services.

Relationship Management

› Build and maintain strong, long-term relationships with clients to drive retention and upselling.

› Serve as the primary point of contact for assigned client accounts.

› Conduct regular client reviews to ensure satisfaction and identify new opportunities.

Market & Product Knowledge

› Stay current with financial market trends, regulatory changes, and competitive landscape.

› Maintain thorough knowledge of all products and services offered by the company.

› Educate clients on financial products in a clear, transparent, and compliant manner.

Compliance & Reporting

› Ensure all sales activities comply with regulatory requirements (e.g., KYC, AML guidelines as applicable).

› Maintain accurate records of all client interactions and sales activities in the CRM system.

› Submit timely sales reports and forecasts to the management team.

Qualifications & Requirements

Education

› Minimum 12th pass (Higher Secondary) — freshers are welcome to apply.

› Graduate degree in Finance, Business, Economics, or any field is a plus.

› Any additional certification (CFP, NISM, IRDA) is an advantage but not mandatory.

Experience

› Freshers are encouraged to apply — full training will be provided.

› Prior experience in sales, telecalling, or customer service is a bonus but not required.

Skills

› Good communication and interpersonal skills.

› Confidence in speaking with clients and building relationships.

› Self-motivated, target-driven, and eager to learn.

› Basic knowledge of financial products is an advantage.

› Honest, reliable, and customer-focused attitude.

What We Offer

💰 Attractive salary + performance-based incentives

📈 Clear career growth and promotion opportunities

🎓 Full training provided — no prior experience needed

🏆 Performance recognition & rewards

🌐 Supportive and energetic work environment

🚀 Great launchpad for a career in finance & sales

How to Apply

We'd love to hear from you! Send your CV through any of the following:

📧 Email: wealthaxis26@gmail.com

📱 WhatsApp: 6393967432

Freshers and 12th pass candidates are strongly encouraged to apply. We are an equal opportunity employer and value diversity at our company.