Sales Executive

Wealthyfy India; New Delhi; On-site; INR 350,000 - 520,000; Full time

Benefits offered by this job

Food allowance

Annual bonus

Job summary

Wealthyfy India is seeking a driven Sales Executive to identify, engage, and onboard clients and distributors for a range of financial products. You will build strong client relationships, generate new business, and support distributor network expansion.

The role requires field visits, strong communication in Hindi and English, and the ability to achieve sales targets while coordinating with back-office teams for seamless processing.

Qualifications

• Graduate in any discipline; Commerce/Finance/Business Admin background preferred.
• Excellent verbal and written communication in English and Hindi.
• Strong interpersonal and relationship-building skills.
• Willing to travel locally and work across field visits.

Responsibilities

• Identify and generate leads for mutual funds, SIPs, insurance, and other products through field visits, calls, and referrals.
• Onboard new clients and distributors, guiding them through KYC and documentation processes.
• Build and maintain long-term relationships with clients for repeat business and referrals.
• Explain product features, benefits, and risk profiles to prospective clients.
• Achieve monthly and quarterly sales targets.
• Coordinate with operations for smooth transaction processing.
• Maintain accurate records of client interactions and conversions in the CRM.
• Stay updated on market trends and regulatory changes.

Skills

Verbal communication

Written communication

Interpersonal skills

Self-motivated

Willing to travel locally

Education

Graduate degree

Tools

MS Office

CRM software

Job description

WEALTHYFY INDIA

JOB DESCRIPTION

Sales Executive

Position Sales Executive

Department Sales & Distribution

Reports To Sales Manager / Business Head

Location Rohini Sector 7, New Delhi

Employment Type Full-Time

Experience 03 Years (Freshers with strong communication skills may apply)

Job Summary Wealthyfy India is looking for a driven and personable Sales Executive to identify, engage, and onboard clients and distributors for our range of financial products, including Mutual Funds, SIPs, Insurance, Direct Investment Plans, Forex & Currency Business, Trading Accounts, and Portfolio Management Services. The ideal candidate will build strong client relationships, generate new business, and support the company's distributor network expansion.

Key Responsibilities

• Identify and generate leads for mutual funds, SIPs, insurance, and other financial products through field visits, calls, and referrals.
• Onboard new clients and distributors, guiding them through KYC and documentation processes.
• Build and maintain long-term relationships with clients to ensure repeat business and referrals.
• Explain product features, benefits, and risk profiles clearly to prospective clients.
• Achieve monthly and quarterly sales targets as set by the Sales Manager.
• Coordinate with the operations and back-office team for smooth transaction processing.
• Maintain accurate records of client interactions, leads, and conversions in the CRM/tracking system.
• Stay updated on market trends, new schemes, and regulatory changes relevant to the financial services industry.
• Represent Wealthyfy India at distributor meets, seminars, and promotional events.

Required Skills & Qualifications

• Graduate in any discipline; a background in Commerce, Finance, or Business Administration is preferred.
• Excellent verbal and written communication skills in Hindi and English.
• Strong interpersonal and relationship-building skills.
• Basic understanding of financial products (mutual funds, insurance, trading) is an advantage.
• Self-motivated with a results-driven approach and willingness to travel locally.
• Proficiency in MS Office and comfort with CRM/reporting tools.
• NISM/AMFI certification is a plus (or willingness to obtain post-joining).

What We Offer

• Competitive fixed salary plus attractive performance-based incentives.
• Structured training on financial products and sales processes.
• Clear career growth path within a fast-growing financial services company.
• Supportive team culture with regular recognition for top performers.

Perks and benefits

• Food allowance
• Annual bonus