Sales Executive for Surat Location

EducoHire; Surat; On-site; INR 167,000 - 223,000; Full time

Benefits offered by this job

Performance-based incentives

Product training and guidance

Career growth opportunities

Job summary

EducoHire in Surat, India seeks an energetic sales professional to grow our mutual fund, insurance, and financial services client base. You will identify prospective clients, arrange meetings, follow up on enquiries, and build long-term client relationships.

The role involves calling, field visits, and coordinating with operations to ensure timely service. Freshers are welcome; Hindi and Gujarati communication is essential for success in this role.

Qualifications

• Graduate in any discipline; commerce, finance, or marketing preferred.
• 6 months–2 years of experience in sales, banking, insurance, mutual funds, or financial services; freshers may apply.
• Basic knowledge of Excel, email, and WhatsApp Business.
• Self-motivated, presentable, and focused on building client trust.
• Relevant financial product certifications will be an advantage.

Responsibilities

• Generate leads through calling, referrals, networking, and field visits.
• Understand clients’ financial needs and arrange discussions with the appropriate advisor.
• Explain mutual fund, insurance, and other service offerings using company-approved information.
• Follow up with prospective clients and support them through account opening, applications, and documentation.
• Develop business opportunities across SIPs, mutual funds, life insurance, health insurance, and other services offered by the firm.
• Maintain accurate records of calls, meetings, leads, and conversions.
• Achieve agreed monthly targets for client meetings, new business, and follow-ups.
• Coordinate with the operations team for timely client servicing.
• Maintain client confidentiality and follow ethical sales practices, without making misleading promises or return guarantees.

Skills

Communication skills

Hindi proficiency

Gujarati proficiency

WhatsApp usage

Education

Graduate degree

Tools

Excel

WhatsApp Business

Email

Job description

Salary: ₹15,000–₹20,000 per month, depending on experience and skills

Proposed incentives: Performance-based incentives in addition to fixed salary

About the Role

We are looking for an energetic, client-focused professional to grow our mutual fund, insurance, and other financial services business. The role involves finding prospective clients, arranging meetings, following up on enquiries, and building long-term client relationships.

Key Responsibilities

• Generate leads through calling, referrals, networking, and field visits.
• Understand clients’ financial needs and arrange discussions with the appropriate advisor.
• Explain mutual fund, insurance, and other service offerings using company-approved information.
• Follow up with prospective clients and support them through account opening, applications, and documentation.
• Develop business opportunities across SIPs, mutual funds, life insurance, health insurance, and other services offered by the firm.
• Maintain accurate records of calls, meetings, leads, and conversions.
• Achieve agreed monthly targets for client meetings, new business, and follow-ups.
• Coordinate with the operations team for timely client servicing.
• Maintain client confidentiality and follow ethical sales practices, without making misleading promises or return guarantees.

Candidate Profile

• Graduate in any discipline; commerce, finance, or marketing preferred.
• Preferably 6 months–2 years of experience in sales, banking, insurance, mutual funds, or financial services. Confident freshers may also apply.
• Good communication skills in Hindi and Gujarati; basic English preferred.
• Comfortable with calling, client meetings, field sales, and regular follow-ups.
• Basic knowledge of Excel, email, and WhatsApp Business.
• Self-motivated, presentable, and focused on building client trust.
• Relevant financial product certifications will be an advantage.

What We Offer

• Fixed monthly salary of ₹15,000–₹20,000.
• Opportunity to earn performance-based incentives.
• Product training and guidance from experienced professionals.
• Career growth in financial services sales and client relationship management.