Sales Executive
Innovative Financials
Hyderabad(Kukatpally Housing Board Colony)Fresher1h agovia Naukri
Key Responsibilities
- Generate leads and approach prospective clients through calls, meetings, referrals, and digital channels
- Explain mutual funds, SIPs, and other financial instruments in simple, clear language
- Understand each client's needs, risk appetite, and goals, and recommend suitable products
- Onboard new investors and assist with KYC, documentation, and SIP registration
- Follow up with prospects and convert enquiries into investments
- Maintain client relationships to encourage retention and referrals
- Keep accurate records of leads, meetings, and sales
- Achieve monthly sales and SIP-acquisition targets
- Follow all SEBI, AMFI, and company compliance guidelines in every client interaction
Requirements & Tech Stack
- Basic knowledge of MS Office and smartphone apps
- Good communication skills in English and Telugu/Hindi
Qualifications
- Any graduate degree
- Freshers are welcome; prior sales or finance experience is a plus
- NISM Series V-A (Mutual Fund Distributors) certification preferred. Candidates without it will be supported to complete it after joining.
- Confident, persuasive, and comfortable speaking with new people
- Interest in finance, investing, and the capital markets
- Willingness to learn, take feedback, and work toward targets
- Honest, ethical, and client-first approach