Sales Executive

Investsphere Wealth Pvt. Ltd.; Thane; On-site; INR 350,000 - 550,000; Full time

Job summary

Investsphere Wealth Pvt. Ltd. in Thane is seeking a Sales Executive to engage prospective clients and present financial solutions tailored to individual goals.

You will conduct meetings, explain investment, tax, retirement, and insurance services, and guide clients through onboarding and documentation. Maintain CRM records and pursue sales targets with advisory and operations teams.

Qualifications

• Strong client relationship management skills with active listening and professional presentation abilities.
• Sales and negotiation skills with experience in lead generation, pipeline management, and closing deals in financial services.
• Knowledge of financial products and planning concepts such as investments, insurance, tax planning, retirement planning, and wealth management.
• Ability to understand client goals and translate them into suitable financial solutions with a consultative and ethical approach.
• Comfort with using CRM systems, spreadsheets, and basic office software to track client interactions and sales performance.
• Bachelor's degree in Finance, Commerce, Business, Economics, or related field; professional certifications in financial planning or wealth management are an advantage.
• Prior experience in banking, mutual funds, insurance, or wealth management sales is preferred.
• Self-motivated, target-oriented, and able to work independently and in a team.

Responsibilities

• Identify and engage prospective clients in Thane and nearby areas.
• Present Investsphere Wealth's financial solutions tailored to client needs.
• Explain services such as investment, tax, retirement planning, and insurance solutions to clients.
• Conduct meetings and calls, manage onboarding and documentation.
• Maintain accurate records in CRM or sales tracking tools and follow up on leads.
• Meet sales and relationship targets in collaboration with advisory and operations teams.

Skills

Client relationships

Sales & negotiation

Financial products

Consultative approach

CRM proficiency

Bachelor's degree requirement

Certifications advantage

Banking/wealth sales experience

Self-motivated

Education

Bachelor's degree in Finance/Commerce/Business/Economics

Tools

CRM

Spreadsheets

Office software

Job description

Company Description

Investsphere Wealth Pvt. Ltd. focuses on delivering reliable, efficient, and responsible financial products and advisory services to clients. The company's mission is to help clients achieve financial freedom through a comprehensive range of solutions tailored to individual financial goals. It offers both proprietary and carefully selected third-party products, recommended in an unbiased manner after evaluating market options. Experienced professionals prioritize long-term relationships built on trust, integrity, and personalized attention. Services include investment and insurance planning, tax and retirement planning, alternate investment funds (AIF), PMS, estate and loan management, and goal-oriented planning such as child education and marriage funds.

Role Description

This is a full-time, on-site Sales Executive role based in Thane. The Sales Executive will identify and engage prospective clients, present Investsphere Wealth's range of financial solutions, and provide product information tailored to clients' needs. Daily activities include conducting meetings and calls, explaining services such as investment planning, tax planning, retirement planning, and insurance solutions, and guiding clients through onboarding and documentation. The role involves maintaining accurate records in CRM or sales tracking tools, following up on leads, and meeting sales and relationship management targets. The Sales Executive will collaborate with advisory and operations teams to ensure smooth service delivery and high client satisfaction.

Qualifications

• Strong client relationship management skills, including active listening, clear communication, and professional presentation abilities.
• Sales and negotiation skills, with experience in lead generation, pipeline management, and closing deals in financial services or related sectors.
• Knowledge of financial products and planning concepts, such as investments, insurance, tax planning, retirement planning, and wealth management.
• Ability to understand client goals and translate them into suitable financial solutions, with a consultative and ethical approach.
• Comfort with using CRM systems, spreadsheets, and basic office software to track client interactions and sales performance.
• Bachelor's degree in Finance, Commerce, Business, Economics, or a related field; professional certifications in financial planning or wealth management are an advantage.
• Prior experience in banking, mutual funds, insurance, or wealth management sales is preferred.
• Self-motivated, target-oriented, and able to work both independently and within a team environment.