Financial Sales Executive

The Glove; Rangareddy; On-site; INR 350,000 - 600,000; Full time

Benefits offered by this job

Attractive fixed salary with highly-re

Uncapped earning potential for highers

Professional training and continuous学习

Career growth within a rapidly growing

Job summary

The Glove, a Hyderabad-based financial advisory firm, is seeking a motivated Financial Sales Executive to drive business growth by acquiring new clients and offering tailored financial solutions. You will manage the complete sales cycle from prospecting to closing, while delivering professional presentations and maintaining strong relationships.

This role offers strong earning potential, ongoing training, and career growth within a fast-growing organization.

Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or related discipline.
• Minimum 1 year of experience in Financial Services or related sales.
• Certifications like NISM, IRDAI, AMFI are advantageous.
• Excellent communication, interpersonal, presentation, and negotiation skills.
• Proficiency in MS Office and CRM systems.
• Self-driven, target-oriented in a fast-paced environment.

Responsibilities

• Identify, generate, and qualify new business opportunities through networking, referrals, cold calling, and market research.
• Meet prospective clients to understand their financial goals and recommend suitable insurance, investment, and wealth management solutions.
• Conduct effective sales presentations and explain financial products in a clear and professional manner.
• Build and maintain strong, long-term relationships with clients by providing exceptional customer service.
• Achieve monthly and quarterly sales targets while maintaining high customer satisfaction.
• Coordinate with internal operations and support teams for seamless client onboarding and documentation.
• Maintain accurate client records, sales reports, and follow-up activities using CRM tools.
• Provide post-sales assistance and ensure timely resolution of client queries.
• Stay updated with financial markets, regulatory changes, industry trends, and new product offerings.
• Ensure compliance with company policies and applicable financial regulations.

Skills

Sales & Business Development

Client Relationship Management

Financial Planning

Investment & Insurance Advisory

Cross-selling

Negotiation

Time Management

Education

Bachelor's degree in Finance, Business Administration, Economics, Commerce

Tools

CRM Software

MS Office

Job description

Role & responsibilities

• Identify, generate, and qualify new business opportunities through networking, referrals, cold calling, and market research.
• Meet prospective clients to understand their financial goals and recommend suitable insurance, investment, and wealth management solutions.
• Conduct effective sales presentations and explain financial products in a clear and professional manner.
• Build and maintain strong, long-term relationships with clients by providing exceptional customer service.
• Achieve monthly and quarterly sales targets while maintaining high customer satisfaction.
• Coordinate with internal operations and support teams for seamless client onboarding and documentation.
• Maintain accurate client records, sales reports, and follow-up activities using CRM tools.
• Provide post-sales assistance and ensure timely resolution of client queries.
• Stay updated with financial markets, regulatory changes, industry trends, and new product offerings.
• Ensure compliance with company policies and applicable financial regulations.

Preferred candidate profile

Financial Sales Executive

Location: Hyderabad
Job Type: Full-time | On-site

About Us

We are a Hyderabad-based financial advisory firm co-founded by experienced professionals with deep expertise in banking, finance, and accounting. Our mission is to help individuals and businesses achieve long-term financial success through comprehensive financial planning and advisory services.

We specialize in Insurance, Investments, Wealth Management, and Financial Planning, with a strong commitment to integrity, transparency, and client-centric service. As we continue to grow, we are looking for passionate and result-driven professionals to join our expanding team.

Position Overview

We are seeking a dynamic and motivated Financial Sales Executive to drive business growth by acquiring new clients and providing customized financial solutions. The ideal candidate will be responsible for managing the complete sales cyclefrom identifying prospects and understanding client requirements to recommending suitable financial products and maintaining long-term relationships.

This role offers excellent earning potential, continuous learning, and career advancement opportunities for professionals passionate about financial advisory and sales.

Key Responsibilities

• Identify, generate, and qualify new business opportunities through networking, referrals, cold calling, and market research.
• Meet prospective clients to understand their financial goals and recommend suitable insurance, investment, and wealth management solutions.
• Conduct effective sales presentations and explain financial products in a clear and professional manner.
• Build and maintain strong, long-term relationships with clients by providing exceptional customer service.
• Achieve monthly and quarterly sales targets while maintaining high customer satisfaction.
• Coordinate with internal operations and support teams for seamless client onboarding and documentation.
• Maintain accurate client records, sales reports, and follow-up activities using CRM tools.
• Provide post-sales assistance and ensure timely resolution of client queries.
• Stay updated with financial markets, regulatory changes, industry trends, and new product offerings.
• Ensure compliance with company policies and applicable financial regulations.

Required Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, Commerce, or a related discipline (preferred).
• Minimum 1 year of experience in Financial Services, Insurance, Banking, Wealth Management, Investment Advisory, or related sales.
• NISM, IRDAI, AMFI, or other relevant financial certifications will be an added advantage.
• Excellent communication, interpersonal, presentation, and negotiation skills.
• Strong customer relationship management and consultative selling abilities.
• Proficiency in Microsoft Office and CRM applications.
• Self-driven, target-oriented, and capable of working in a fast-paced environment.

Desired Skills

• Sales & Business Development
• Client Relationship Management
• Financial Planning
• Investment & Insurance Advisory
• Wealth ManagementLead Generation
• Cross-selling & Upselling
• Customer Service
• Negotiation & Closing
• Market Research
• Time Management
• Problem Solving

What We Offer

• Attractive fixed salary with highly rewarding performance incentives.
• Uncapped earning potential for high performers.
• Professional training and continuous learning opportunities.
• Career growth within a rapidly growing financial advisory organization.
• Supportive and collaborative work environment.
• Recognition and rewards for outstanding performance.

Compensation

We believe in rewarding performance. Our compensation structure is employee-friendly and designed to recognize high achievers through attractive incentives, performance bonuses, and long-term growth opportunities.

Location

Hyderabad mahaveer gateway financial district

If you are passionate about helping clients achieve their financial goals and want to build a successful career in financial sales, we'd love to hear from you.