Financial Services Sales Associate
DigiFocal IT Solutions Pvt LtdThāne, Republic Of India, IN2 days ago
Job descriptionBachelor’s degree in Finance / Commerce / Business. 2–4 years of sales experience in stock broking, mutual funds, or financial services. Strong understanding of stock markets, MF products & unlisted shares. Excellent communication & interpersonal skills. Target-oriented, self-motivated & willing to travel for client meetings. Proficiency in CRM, MS Office & basic financial tools.
Now Hiring : Sales Executive – Stock Broking & Mutual Funds
Location : Thane
Experience : 2–4 Years
Industry : Financial Services (Mutual Funds, Stock Broking, Unlisted Shares)
Are you a driven sales professional with a passion for financial markets? We are looking for a dynamic Sales Executive to join our team! This role involves office-based work in Thane with regular field visits to acquire clients, drive revenue, and build strong relationships.
Key Responsibilities
- Generate new business through field visits, networking, referrals & cold calling.
- Meet clients to pitch Mutual Funds, Stock Broking Accounts & Unlisted Shares.
- Build and maintain long-term client relationships.
- Achieve monthly & quarterly sales targets.
- Assist clients with KYC, account opening & documentation.
- Maintain CRM entries, provide weekly reports & coordinate with back-office teams.
- Stay updated on market trends and compliance requirements.
What We’re Looking For
If you're passionate about investments and enjoy meeting clients, we’d love to hear from you!
Apply Now : Share your resume at saloni@digifocal.in
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Financial Associate • Thāne, Republic Of India, IN