Sales

Company Description Lakshya Finserv supports individuals in their investment journey, with a core focus on mutual funds. The organization aims to simplify investing by providing clear guidance and tailored solutions aligned with clients’ financial goals. Team members work closely with clients to build long-term relationships based on trust, transparency, and consistent performance. Lakshya Finserv values ethical practices, client education, and a consultative approach to financial planning.
Role Description This is a full-time, on-site Sales role based in Jodhpur. The Sales professional will engage with prospective and existing clients to understand their financial objectives and recommend suitable mutual fund investment options. Daily responsibilities include meeting clients, explaining products, handling inquiries, and following up on leads to convert them into long-term relationships. The role involves maintaining accurate records of client interactions, achieving sales and revenue targets, and collaborating with the team to organize investor awareness and training sessions. The individual will also stay updated on mutual fund products and market trends to provide informed guidance to clients.
Qualifications
• Candidates should possess strong Communication skills to explain mutual fund concepts clearly and build rapport with clients.
• Candidates should possess Customer Service skills to handle client queries, provide ongoing support, and ensure a positive client experience.
• Candidates should possess Sales skills to identify client needs, present suitable solutions, and meet or exceed sales targets.
• Candidates should possess Training and Sales Management skills to conduct client education sessions and help plan and monitor sales activities.
• Relevant experience in financial services, especially mutual funds or related investment products, is preferred.
• Basic understanding of financial markets, investment principles, and regulatory guidelines is beneficial.
• Ability to work on-site in Jodhpur, manage time effectively, and handle multiple client engagements.
• A bachelor’s degree in finance, commerce, business, or a related field is an advantage, though candidates with strong relevant experience will also be considered.