Sales Executive (Mutual Fund & Insurance)

Join our growing team at Adroit Financial Services to help clients achieve their financial goals through expert Mutual Fund and Insurance advice. We offer a structured career path and attractive incentives for dynamic professionals.

• Identify and onboard new clients for various Mutual Fund and Insurance portfolios.
• Analyze client financial needs and recommend personalized investment solutions.
• Conduct professional client meetings, both physical and virtual.
• Manage the end-to-end sales process from lead generation to effective closure.
• Achieve monthly sales targets while maintaining high service standards.
• Develop and nurture long-term relationships with the existing client base.

• 1-2 years of experience in financial sales, broking, or investment advisory.
• Sound knowledge of Mutual Funds, SIPs, ELSS, and Life/General Insurance.
• Graduate degree in any stream.
• Excellent communication and convincing skills for effective client representation.
• Ability to simplify complex financial concepts for clients.
• NISM or Insurance certifications are a plus but not mandatory.

• Competitive fixed salary plus an attractive incentive structure.
• Defined career growth path within a leading financial services firm.
• Continuous professional development and training support.
• Supportive work environment focused on long-term relationships.

• Work Location: Kaushambi, Ghaziabad (In-person).
• Application Note: Please send resumes via WhatsApp only. Do not call.
• Company: Adroit Financial Services.