Sales Executive

Innovative Financials; Hyderabad; On-site; INR 223,000 - 279,000; Full time

Benefits offered by this job

Fixed salary 20,000 - 25,000 per month

Performance-based incentives

On-the-job training in mutual funds &S

NISM certification support

Exposure to wealth management

Growth opportunities

Job summary

Innovative Financials in Hyderabad seeks a Sales Executive to promote mutual funds, SIPs and other financial products. You will engage clients, explain investment options, and guide them toward suitable solutions while building lasting relationships.

Fresh graduates are welcome; NISM Series V-A certification is preferred and will be supported after joining. The role offers a fixed monthly salary of 20,000–25,000 with incentives and on-the-job training in wealth management.

Qualifications

• Graduate degree completed or in progress.
• Freshers welcome; prior sales or finance experience is a plus.
• NISM Series V-A (Mutual Fund Distributors) certification preferred; support to complete after joining.

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 clients' 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 SEBI, AMFI, and company compliance guidelines in every client interaction.

Skills

Good communication

English

Telugu/Hindi

Education

Any graduate degree

NISM Series V-A certification (preferred)

Job description

Job Title: Sales Executive (Mutual Funds & Financial Products)

Role Overview

We are looking for motivated and communicative Sales Executives to promote and sell mutual funds, SIPs, and other financial products. You will connect with prospective clients, understand their financial goals, and guide them toward suitable investment solutions while building lasting relationships.

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 clients 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

Desired Candidate Profile

• 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
• Good communication skills in English and Telugu/Hindi
• 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
• Basic knowledge of MS Office and smartphone apps
• Honest, ethical, and client-first approach

Perks and Benefits

• Fixed monthly salary of 20,000 - 25,000
• Performance-based incentives
• On-the-job training in mutual funds, SIPs, and client handling
• Support to complete NISM certification
• Exposure to the wealth management and financial distribution industry
• A learning environment with room for growth

Job Details

• Location: Hyderabad
• Employment Type: Full Time, Permanent
• Experience: 0 - 2 years
• Salary: 20,000 - 25,000 per month + incentives
• Department: Sales & Business Development
• Industry: Financial Services