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Company Description Mahargh Nivesh is a financial services firm founded in 2018, dedicated to helping individuals and families make confident financial decisions through personalized guidance. The company offers a comprehensive set of services, including Mutual Funds, Health Insurance, Life Insurance, Term Insurance, Tax Saving solutions, and holistic Financial Planning. Its approach centers on building long-term client relationships grounded in trust, transparency, and honest advice, rather than simply selling products. By focusing on tailored solutions, Mahargh Nivesh supports clients in creating a clear roadmap toward financial freedom and long-term security.
Role Description The Sales Executive will work full time on-site in Surat, engaging with prospective and existing clients to understand their financial goals and recommend suitable investment and insurance solutions. Day-to-day responsibilities include generating leads, conducting client meetings, presenting financial products, and explaining how they align with individual needs and risk profiles. The role involves maintaining detailed records of interactions, following up on inquiries, and supporting clients throughout the onboarding and documentation process. The Sales Executive will collaborate with internal teams to stay updated on product offerings, market trends, and compliance requirements, while consistently meeting sales targets and service standards.
Qualifications
- Strong client relationship management, communication, and interpersonal skills to engage diverse clients and build long-term trust.
- Sales, negotiation, and persuasion skills with the ability to explain financial products clearly and close business ethically.
- Basic knowledge of financial products such as Mutual Funds, Insurance (Health, Life, Term), and Tax-saving instruments, with willingness to learn and upskill.
- Organizational and documentation skills, including accurate record-keeping, follow-up management, and attention to detail.
- Comfort with using digital tools and CRM or sales tracking systems to manage leads and client information.
- Self-motivated, target-driven mindset with the ability to work independently and as part of a team.
- Prior experience in financial services, banking, or insurance sales is an advantage but not mandatory.
- Minimum educational qualification of a bachelor’s degree or equivalent; relevant certifications in finance or insurance are a plus.
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