Sales Executive

Job Description : Sales Executive
Company: WealthZest Financial Services Pvt. Ltd.
Experience Required: 2-3 years in Financial Services / Wealth Management Sales
Compensation: Fixed Salary + Attractive Target-Based Incentives
Travel: Mandatory (Client Meetings / Business Development)

About WealthZest
WealthZest Financial Services Pvt. Ltd. is a client- and employee-centric wealth management firm catering to HNI clients. We specialize in financial planning, mutual funds, PMS, retirement planning, and holistic wealth management solutions.

Role Overview
The Sales Executive will be responsible for driving new client acquisition, managing existing client relationships, and achieving revenue growth targets. The role requires a dynamic individual with strong communication skills, a passion for finance, and the ability to convert leads into long-term relationships.

Key Responsibilities

• Drive sales of wealth management products (Mutual Funds, PMS, Retirement Planning, Insurance, etc.)
• Identify, approach, and acquire HNI clients through referrals, networking, and cold outreach.
• Build and maintain strong client relationships to ensure retention and growth.
• Meet and exceed monthly and annual sales targets with performance-based incentives.
• Conduct client meetings, presentations, and financial consultations (requires travel).
• Collaborate with the advisory team to deliver customized financial solutions.
• Track sales performance, report progress, and suggest strategies for growth.

Required Qualifications & Skills

• Graduate/Postgraduate in Finance, Business, or related field (MBA preferred).
• 2-3 years of proven sales experience in financial services, wealth management, banking, or insurance.
• Strong knowledge of investment products (MF, PMS, Insurance, Retirement Solutions).
• Excellent communication, negotiation, and relationship-building skills.
• Willingness to travel frequently for client acquisition and servicing.
• Self-motivated, target-driven, and team-oriented.

What We Offer

• Competitive fixed pay + performance-linked incentives.
• Opportunity to work with HNI clients and grow in wealth management industry.
• Professional training and continuous learning opportunities.
• Growth-oriented and employee-friendly culture.