Sales Executive

Company Description Shriniwas Holdings Private Limited operates in the financial services sector, offering solutions such as share broking, mutual funds, portfolio management services (PMS), alternative investment funds (AIF), health insurance, life insurance, bonds, and market-linked debentures (MLD). The organization focuses on providing a mix of investment and insurance products to help clients build and protect wealth. By combining traditional and modern financial instruments, the company aims to meet diverse risk and return preferences. Its approach emphasizes responsible advice, long-term relationships, and personalized service for retail and institutional clients.

Role Description This is a full-time, on-site Sales Executive role based in Pimpri Chinchwad. The Sales Executive will identify and engage prospective clients, present suitable investment and insurance products, and support clients in selecting offerings such as share broking services, mutual funds, PMS, AIF, bonds, and insurance plans. Daily responsibilities include generating leads, conducting client meetings, explaining product features and associated risks, preparing proposals, and following up to close sales. The role involves maintaining accurate records of client interactions, coordinating with internal teams for account setup and documentation, and ensuring compliance with regulatory and company policies. The Sales Executive will also monitor market developments, update clients on relevant opportunities, and work to achieve individual and team sales targets.

Qualifications

• Strong client relationship management and consultative selling skills, with the ability to understand client needs and recommend appropriate financial products.
• Knowledge of capital markets and investment products, including shares, mutual funds, PMS, AIF, bonds.
• Understanding of insurance products, with the ability to explain health and life insurance features and benefits clearly.
• Effective communication and presentation skills, including the ability to explain financial concepts in simple terms.
• Basic analytical and numerical skills to interpret product performance, risk profiles, and market trends.
• Ability to work on-site in Pimpri Chinchwad, manage time efficiently, and handle multiple client accounts.
• Prior experience in financial services or sales is preferred; certifications such as NISM or IRDAI licenses are an advantage.
• Bachelor's degree in business, finance, commerce, or a related field is preferred, or equivalent practical experience in financial sales.