Sales Executive

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.