Sales Executive

Sales Executive – Financial Products

Location : Thane

Employment Type : Full-time | On-site

Company :

Pathfinders Wealth Creators Pvt. Ltd.

About Us

Pathfinders Wealth Creators Pvt. Ltd. empowers individuals to achieve success in the financial markets through expert-led training and advisory services. We offer solutions in

Algo Trading, Demat Accounts, and Insurance , helping clients grow and manage their wealth effectively.

Role Overview

We are seeking motivated

Sales Executives

to promote our financial products and training services. The role involves engaging potential clients, explaining product offerings, and converting leads into customers, contributing directly to business growth.

Key Responsibilities

Conduct outbound calls to promote

Algo Trading, Demat, and Insurance products

Meet and exceed

monthly sales and conversion targets

Handle client queries and follow up for closures

Maintain accurate records in

CRM systems

Build and sustain long-term client relationships

Requirements

Preferred atleast 1 year of experience in sales or financial products (freshers may apply)

Strong communication skills in

English

and

Hindi

Goal-oriented, confident, and persuasive

Preferred having basic understanding of

financial markets and trading concepts

Benefits

Competitive salary

with

performance-based incentives

Comprehensive sales and product training

Career growth opportunities in the financial services industry