Senior Sales Executive
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Job Description
We are looking for a confident and motivated Sales Executive to connect with prospective investors, generate leads, conduct follow\-ups and support the growth of our mutual fund distribution business.
The role involves calling, field visits, scheduling meetings, maintaining lead records and coordinating with internal teams.
Key Responsibilities
- Connect with prospective investors
- Generate leads and schedule meetings with the concerned team.
- Conduct regular follow\-ups with prospective and existing investors.
- Explain the organisation’s services in simple and clear language.
- Maintain accurate records of leads, meetings and follow\-up activities.
- Update the lead tracker or CRM regularly.
- Conduct field visits within Siliguri and nearby areas.
- Support investor awareness programmes, seminars and promotional activities.
- Coordinate with the relationship management, operations and back\-office teams.
- Assist with document collection during the onboarding process.
- Work towards assigned monthly activity and business targets.
- Follow internal processes, compliance requirements and organisational guidelines.
- Avoid making assured\-return claims, guarantees or misleading commitments.
Candidate Requirem ents
- Graduate in any discipline.
- 1–3 years of experience in sales, business development, banking, insurance, financial services or a customer\-facing role is preferred.
- Strong communication skills required.
- Good communication skills in Hindi and English.
- Knowledge of Bengali will be an advantage.
- Comfortable with calling, follow\-ups, meetings and field visits.
- Basic knowledge of Microsoft Excel, email and WhatsApp.
- Strong interpersonal and relationship\-building skills.
- Self\-motivated, disciplined and target\-oriented.
Mandatory Requirements
- Own two\-wheeler.
- Valid driving licence.
- Comfortable travelling locally for meetings and follow\-ups.
Working Hours
- *Monday to Friday:** 9:30 AM to 7:00 PM
- *Saturday:** 9:30 AM to 2:30 PM
- *Lunch Break:** 3:30 PM to 4:30 PM
Performance\-based incentives may be applicable as per company policy.
About the Company
Prabin Agarwal — Empowering Investors is an AMFI\-registered Mutual Fund Distributor based in Siliguri. We focus on investor education, long\-term investing discipline and responsive service support.
How to Apply
Interested candidates can share their updated CV through
- *WhatsApp:** 9733073333
- *Email:** hr@prabinagarwal.com
Pay: ₹35,000\.00 \- ₹45,000\.00 per month
Work Location: In person
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Browse all jobsJob Overview
- Job type
- Full-time
- Work mode
- On-site
- Location
- Kolkata
- Posted
- 1d ago
- Source
- Indeed