Financial Sales Executive

Job Summary:

We are seeking a highly motivated and dynamic Sales Executive to join our growing team. The ideal candidate will have a strong background in financial services sales, particularly in mutual funds or related financial products. As a Sales Executive, you will be responsible for driving sales, building client relationships, and contributing to the overall growth.

Key Responsibilities:

• Lead Generation: Identify and target potential clients, including financial advisors, investment firms, and individual investors.

Client Acquisition: Develop and implement strategies to acquire new clients and expand our customer base.

• Product Knowledge: Maintain a deep understanding of products and services, and effectively communicate their benefits to potential clients.

Sales Presentations: Conduct product demos and presentations to prospective clients, showcasing the advantages of our AI-driven mutual fund solutions.

• Relationship Management: Build and maintain strong, long-term relationships with clients to ensure customer satisfaction and loyalty.

Sales Targets: Meet or exceed monthly and quarterly sales targets, contributing to the company's overall revenue goals.

• Market Analysis: Stay informed about industry trends, competitor products, and market developments to identify new opportunities.

Reporting: Prepare and present regular sales reports, including pipeline status, sales forecasts, and market feedback.

Qualifications:

• Bachelor's degree in Business, Finance, Marketing, or a related field.

Proven track record of success in sales, preferably in the financial services industry.

• Experience in mutual funds, investment products, or financial planning tools is highly desirable.

Strong communication and interpersonal skills.

• Ability to work independently and as part of a team in a fast-paced, dynamic environment.

A results-driven attitude with a passion for achieving sales targets.

What We Offer:

• Competitive salary and commission structure.

Opportunities for professional growth and development.

• A supportive and collaborative work environment.

Access to cutting-edge AI tools and resources

Job Types: Full-time, Permanent

Schedule:

• Day shift

Education:

• Bachelor's (Preferred)

Experience:

• Business development: 3 years (Required)

Lead generation: 3 years (Required)

• total work: 3 years (Required)

Sales: 3 years (Required)

Language:

• English (Required)

Work Location: In person

• Speak with the employer

+91 9818128629