B2B / B2C Executive

A C Agarwal Share Brokers; Jaipur; On-site; INR 600,000 - 900,000; Full time

Job summary

A C Agarwal Share Brokers in Jaipur is seeking a dynamic sales professional with 2-5 years of experience in B2B and B2C financial product sales. The role focuses on broking, insurance, mutual funds, and other financial services, building strong client relationships and driving revenue.

You will identify new partners and clients, conduct presentations, and promote cross-selling while adhering to regulatory guidelines.

Qualifications

• Graduate in any discipline (Finance/Commerce preferred).
• 2-5 years of experience in B2B and B2C sales (Broking, Insurance, or Mutual Funds preferred).
• Strong sales, negotiation, and relationship management skills.
• Good communication and presentation skills.
• Understanding of financial products and capital markets.
• Target-driven with a proactive and result‑oriented approach.
• Proficiency in MS Office.

Responsibilities

• Develop and manage relationships with corporate clients, business partners, and individual clients
• Drive sales and revenue generation through Broking, Insurance, Mutual Funds, and other financial products
• Identify, acquire, and onboard new B2B partners and B2C clients
• Generate leads through networking, references, field visits, and market research
• Promote cross-selling and upselling of financial products to existing and new clients
• Contribute to overall business growth
• Conduct client meetings, presentations, and product demonstrations
• Build and maintain long‑term relationships to ensure repeat business and referrals
• Track market trends and competitor activities to identify new opportunities
• Ensure compliance with regulatory guidelines and company policies

Skills

Sales

Negotiation

Relationship management

Communication

Presentation

Education

Bachelor's degree

Tools

MS Office

Job description

• Develop and manage relationships with corporate clients, business partners, and individual clients
• Drive sales and revenue generation through Broking, Insurance, Mutual Funds, and other financial products
• Identify, acquire, and onboard new B2B partners and B2C clients
• Generate leads through networking, references, field visits, and market research
• Promote cross-selling and upselling of financial products to existing and new clients
• Contribute to overall business growth
• Conduct client meetings, presentations, and product demonstrations
• Build and maintain long‑term relationships to ensure repeat business and referrals
• Track market trends and competitor activities to identify new opportunities
• Ensure compliance with regulatory guidelines and company policies

Requirements:

• Graduate in any discipline (Finance/Commerce preferred)
• Minimum 2-5 years of experience in B2B and B2C sales (Broking, Insurance, or Mutual Funds preferred)
• Strong sales, negotiation, and relationship management skills
• Good communication and presentation skills
• Understanding of financial products and capital markets
• Target-driven with a proactive and result‑oriented approach
• Proficiency in MS Office.