Sales Executive

Cognus Technology Limited; Udaipur District; On-site; INR 350,000 - 600,000; Full time

Job summary

Cognus Technology Limited in Rajasthan is seeking an experienced Sales Executive to lead a sales team in SIP/Mutual Fund investments. You will drive fund sales, manage client onboarding, and build strong relationships to help grow the business.

The role requires 2–3 years in mutual funds or related financial services, a proven sales track record, and solid communication and negotiation skills. You will report to the sales head and contribute to dashboards and performance reviews.

Qualifications

• 2–3 years in Mutual Funds, Wealth Management, Financial Services, Banking, Insurance, or FinTech.
• Proven track record of achieving sales targets.
• Strong communication, negotiation, convincing, and closing skills.
• Good understanding of Mutual Funds, SIPs, and investment products.
• Strong customer relationship and team management skills.

Responsibilities

• Drive mutual fund sales, SIP registrations, and customer acquisition.
• Manage leads, follow-ups, conversions, and customer onboarding.
• Handle key customers and support the team in closing high-value leads.
• Develop strategies to improve sales conversion and team productivity.
• Maintain daily/weekly/monthly sales reports and performance dashboards.
• Build and maintain strong customer relationships for long-term investments.

Skills

Sales

Team management

Customer relationships

Communication

Negotiation

SIP/Mutual Funds knowledge

Job description

We are looking for an experiencedand result-oriented Sales Executive to manage and drive a sales team in theSIP/Mutual Fund investment domain. The ideal candidate should have strongteam-handling, sales, customer relationships, and leadership skills, along witha good understanding of SIPs and investment products.

Key Responsibilities

• Drive mutual fund sales, SIP registrations, andcustomer acquisition .
  
• Manageleads, follow-ups, conversions, and customer onboarding.
• Handle keycustomers and support the team in closing high-value leads.
  
• Developstrategies to improve sales conversion and team productivity.
  
• Maintaindaily/weekly/monthly sales reports and performance dashboards.
  
• Build andmaintain strong customer relationships for long-term investments.
  

Requirements

Requirements

• 2–3 years of experience in Mutual Funds, WealthManagement, Financial Services, Banking, Insurance, or FinTech.
  
• Proven track record of achieving sales targets.
  
• Strong communication, negotiation, convincing, andclosing skills.
  
• Good understanding of Mutual Funds, SIPs, andinvestment products.
  
• Strong customer relationship and team managementskills.
  

About MySIPonline

MySIPonline is a digital investment platform focused onhelping individuals make informed investment decisions through MutualFunds, SIPs, and other investment solutions. The platform aims tosimplify the investment journey by providing accessible investment options,customer support, and technology-enabled solutions. As part of the sales team,you will have the opportunity to work in the growing fintech andinvestment services industry and contribute to customer acquisitionand business growth.