Sales Executive

Teza Finance; Chennai; On-site; INR 300,000 - 420,000; Full time

Job summary

Teza Finance in Chennai is seeking a Sales Executive for on-site engagement to identify prospective clients and present our advisory and insurance solutions. You will manage a sales pipeline, conduct client meetings, understand financial needs, and build long-term relationships to drive growth.

This role emphasizes face-to-face interactions, timely follow-ups, and teamwork with advisory and operations to ensure smooth onboarding and high client satisfaction.

Qualifications

• Strong consultative sales and client relationship management skills.
• Excellent communication, presentation and negotiation abilities.
• Basic knowledge of financial products such as mutual funds and insurance.
• Goal-oriented with strong time management and follow-up skills.
• On-site work in Chennai with regular client meetings.
• Bachelor’s degree in business, finance, marketing, or related field preferred.
• Experience in financial services sales is advantageous, but motivated entry-level candidates are welcome.

Responsibilities

• Identify prospective clients and present Teza Finance’s services.
• Build long-term relationships to drive business growth.
• Conduct client meetings and assess financial needs.
• Follow up on leads and manage the sales pipeline.
• Prepare proposals and achieve monthly and quarterly targets.
• Collaborate with advisory and operations teams to ensure smooth onboarding and client satisfaction.

Skills

Consultative sales

Client relationship management

Financial needs analysis

Negotiation and closing

Face-to-face client interaction

Education

Bachelor’s degree in business/finance/marketing

Job description

Company Description

Teza Finance is a financial advisory and education platform that supports individuals, families, and business owners in making confident, informed financial decisions. The company focuses on simplifying finance through personalized guidance, financial literacy, insurance solutions, and investment planning. Core service areas include financial planning, mutual fund advisory, insurance solutions, and wealth creation strategies. Teza Finance emphasizes disciplined, long-term decision-making over short-term trends and is committed to making finance simple, practical, and accessible for everyone.

Role Description

The Sales Executive will be responsible for identifying prospective clients, presenting Teza Finance’s services, and building long-term relationships to drive business growth. This full-time, on-site role in Chennai includes conducting client meetings, understanding financial needs, and recommending suitable advisory and insurance solutions. The role involves following up on leads, managing a sales pipeline, preparing proposals, and achieving monthly and quarterly sales targets. The Sales Executive will collaborate with advisory and operations teams to ensure a smooth onboarding experience and maintain high levels of client satisfaction.

Qualifications

• Strong consultative sales and client relationship management skills, with the ability to understand and address client financial needs.
• Communication, presentation, and negotiation skills to clearly explain financial concepts and close deals effectively.
• Basic knowledge of financial products such as mutual funds, insurance, and investment planning; willingness to learn and stay updated.
• Goal-oriented mindset with time management, organization, and follow-up skills to manage leads and meet sales targets.
• Comfort working on-site in Chennai and engaging in regular face-to-face client interactions.
• Bachelor’s degree in business, finance, marketing, or a related field is preferred.
• Prior experience in financial services sales or advisory is an advantage, but motivated entry-level candidates are also encouraged to apply.