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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

Benefits