Sales Executive

ANS Financial Services; Maharashtra; Sur place; INR 400 000 - 800 000; Plein temps

Résumé du poste

ANS Financial Services invites an experienced Sales Executive – Financial Products to join our Mumbai team. The role focuses on new client acquisition, field sales, business development and relationship management across our range of financial products and services.

Ideal candidates should understand stock broking and financial services, with proven ability to generate leads and close deals through direct client engagement in a field environment.

Qualifications

• 2–5 years of field sales experience in stock broking or financial services.
• Graduate in any discipline; Finance/Commerce background preferred.
• NISM/AMFI certification will be an added advantage.
• Strong communication, presentation and negotiation skills.

Responsabilités

• Generate new business through field sales and direct client acquisition.
• Identify and develop prospective clients through networking, referrals, market visits and other lead-generation activities.
• Acquire and onboard new clients for ANS.
• Conduct face-to-face meetings and build long-term client relationships.
• Promote and cross-sell ANS products including Equity, F&O, Mutual Funds, IPOs, MTF, LAS, Commodities, Currency, Bonds/NCDs, PMS and AIF.
• Maintain regular follow-ups and an active sales pipeline.

Connaissances

Field Sales

Lead Generation

Client Acquisition

Communication

Negotiation

Formation

Graduate Degree

Finance/Commerce background preferred

Outils

CRM

MS Office

WhatsApp

Description du poste

Company Description ANS Financial Services (ANS Group), is an established financial services company with over three decades of experience.

ANS offers a comprehensive range of financial products and services, including Equity, Derivatives, Commodities, Currency, Mutual Funds, IPOs, Margin Trading Facility (MTF), Loan Against Shares (LAS), Bonds & NCDs, PMS, AIF and other investment solutions.

With a strong focus on long-term client relationships, ANS combines experienced professionals, technology and personalized service to serve the evolving financial needs of its clients.

About the Role

We are looking for an experienced Sales Executive – Financial Products (Field Sales) to join our Mumbai team.

The role will focus on new client acquisition, field sales, business development and relationship management across ANS's range of financial products and services.

The ideal candidate should have a strong understanding of the stock broking and financial services industry and experience in acquiring clients and generating business through field sales.

Key Responsibilities

Generate new business through field sales and direct client acquisition.

Identify and develop prospective clients through networking, referrals, market visits and other lead-generation activities.

Acquire and onboard new clients for ANS.

Conduct face-to-face meetings and build long-term client relationships.

Promote and cross-sell ANS products including Equity, F&O, Mutual Funds, IPOs, MTF, LAS, Commodities, Currency, Bonds/NCDs, PMS and AIF.

Understand client requirements and explain relevant products, features and services clearly.

Maintain regular follow-ups and an active sales pipeline.

Coordinate with operations, dealing and back-office teams for smooth client onboarding and servicing.

Assist clients with account opening, KYC and required documentation.

Provide post-sales support and maintain strong client relationships.

Maintain accurate sales records and client follow-ups through CRM/sales tracking systems.

Achieve monthly client acquisition, business and revenue targets.

What We’re Looking For

2–5 years of experience in field sales within Stock Broking, Wealth Management or Financial Services.

Prior experience with a stock broking company is strongly preferred.

Strong understanding of financial markets and products, particularly Equity, F&O, Mutual Funds and IPOs.

Proven ability to generate leads and acquire clients independently.

Strong communication, presentation and negotiation skills.

Target-oriented and comfortable with regular field visits and client meetings.

Existing client/networking experience in the financial-services industry will be an advantage.

Graduate in any discipline; Finance/Commerce background preferred.

NISM/AMFI certification will be an added advantage.

Comfortable using CRM, MS Office, WhatsApp and digital platforms for client communication and reporting.

Location: Ghatkopar, Mumbai + Field Sales

Employment: Full-time, Work From Office + Field Sales

Experience: 2–5 years