Corporate Sales Executive

About the job:Key Responsibilities:

1. Generate new leads through cold calling, networking, and references, and connect with corporate clients and HNIs.

2. Understand financial and investment products (mutual funds, stocks, SIPs, insurance) and explain them clearly to prospective clients.

3. Close sales and achieve monthly and quarterly targets.

4. Build and maintain long-term relationships with clients, with regular follow-ups.

5. Keep accurate records of leads, meetings, and sales in the CRM or Excel, and keep up with market trends and financial news.Who can apply:Only those candidates can apply who:have minimum 1 years of experienceSalary:₹ 2,40,000 /yearExperience:1 year(s)Deadline:[hidden]:59:59Skills required:Client Relationship Management (CRM), Lead Generation, B2B Sales, Effective Communication and NegotiationsOther Requirements:1. Graduate in any stream.2. Basic knowledge of finance, investments, and the stock market.3. Prior experience in sales, banking, finance, or insurance is a plus.About Company:Smart Money Investment Services Private Limited is an investment advisory and financial services firm based in Sector 35-C, Chandigarh. We help individuals and families grow their wealth through mutual funds, SIPs, insurance, and goal-based financial planning. Our team combines market research with personalised guidance to make investing simple and transparent. Interns with us get hands-on exposure to client onboarding, market research, financial products, and sales, working directly with experienced professionals. We offer a supportive learning environment, real responsibility from day one, and strong career growth for high performers.

Responsibilities

Key Responsibilities:

1. Generate new leads through cold calling, networking, and references, and connect with corporate clients and HNIs.

2. Understand financial and investment products (mutual funds, stocks, SIPs, insurance) and explain them clearly to prospective clients.

3. Close sales and achieve monthly and quarterly targets.

4. Build and maintain long-term relationships with clients, with regular follow-ups.

5. Keep accurate records of leads, meetings, and sales in the CRM or Excel, and keep up with market trends and financial news.