Sales Executive

ANS Financial Services; Mumbai; Vor Ort; INR 350.000 - 650.000; Vollzeit

Zusammenfassung

ANS Financial Services, operating as Ajay Natwarlal Securities Pvt. Ltd. (ANS), is seeking an experienced Sales Executive – Financial Products (Field Sales) in Mumbai.

The role focuses on new client acquisition, field sales, business development and relationship management across its financial offerings. The ideal candidate has a strong understanding of stock broking and financial services, with experience in acquiring clients and generating business through field sales.

Qualifikationen

• Experience in field sales within stock broking/financial services is preferred.
• Strong communication and negotiation skills are essential.
• Ability to generate leads and acquire clients independently.

Aufgaben

• Generate new business through field sales and client acquisition.
• Identify prospects via networking, market visits and referrals.
• Onboard new clients and maintain relationships; cross-sell products.

Kenntnisse

Field sales

Client acquisition

Communication

Negotiation

Ausbildung

Graduate in any discipline

Tools

CRM

MS Office

WhatsApp

Jobbeschreibung

ANS Financial Services, operating as Ajay Natwarlal Securities Pvt. Ltd. (ANS), 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 are 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

Openings: 2

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

Experience: 2–5 years

Working Hours: 10:00 AM – 7:00 PM, Monday to Saturday