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Job Title


Field Sales Executive


Company : Ocean Finvest


Location : Ahmedabad, Gujarat


Created : 2025-05-15


Job Type : Full Time


Job Description

Job Description: Operations ExecutivePosition: Field Sales ExecutiveDepartment: Institutional SalesLocation: AhmedabadEmployment Type: Full TimeReports To: ManagerAbout the Company:Ocean Finvest India Private Limited, a reputable AMFI and SEBI-registered financial advisory firm committed to providing cutting-edge wealth management and financial solutions. Since our founding in 2014, we have managed portfolios with an astounding AUA of ₹5000+ crore, empowering over 5000 families, investors, and businesses.This is a full-time role at Ocean Finvest India Pvt Ltd. The role will be located in Ahmedabad. The Executive will be responsible for developing and maintaining relationship with institutional and retail clients. Qualification Any Graduate with good sales and communication skillsMBA in marketing will be an added advantageExcellent presentation skill2+ years of experience KEY RESPONSIBILITIES Have an in-depth understanding of all the investment products like mutual funds, direct equity, PMS, AIF, Small case, Insurance etc.Stay abreast of market developments, trends, and regulations related to all investment products.Identify new business opportunities and acquiring potential clients through cold outreach, referrals, and networking and leverage existing client relationships to drive sales growth.Schedule and conduct meetings, presentations, and other events to promote products and build relationships through collaborating with HR’s of respective companiesWork with research teams to deliver comprehensive services to clientsPrepare and present detailed reports to clients and internal stakeholdersIdentify new business opportunities and acquiring potential clients through cold calling, referrals, and networking and leverage existing client relationships to drive sales growth.Stay abreast of market developments, trends, and regulations.WHY JOIN US Great work environment Opportunity to work with experienced and supportive team Develop your skills and grow in a results-driven, empowering environment Competitive incentives and recognition for outstanding performance.WHAT YOU NEED TO EXCELWe need candidates to have following skillsA genuine passion for salesOn technical side – MS Office (Excel, PowerPoint) & Google SuiteMust possess good communication & Interpersonal skillsReady to make an impact and grow your career with us? Apply now and become part of our thriving sales team! Interested candidates can send their resumes to hr@ with the subject line "Application for Field Sales Executive."Follow us on the following pages to get daily market updates