Z-2934 | Sales Executive

• Proven experience in sales of financial products/services (3-5 years preferred). • Work Experience in Smaller Organizations or Start Ups is preferred. • Certification in financial products (e.g., AMFI, IRDA, NISM) will be an advantage. • Proficiency in CRM software and MS Office tools.

1. Sales and Business Development o Identify and develop new sales opportunities through cold calling, networking, and market research. o Promote and sell financial products including Unlisted Shares, Mutual Funds, Startup Investments, and Insurance to retail and institutional clients. o Develop a deep understanding of each financial product to explain benefits and risks to prospective customers. o Develop a team of Channel Partners to build a pipeline of potential leads. 2. Client Relationship Management o Build and maintain strong, long-term client relationships by understanding their financial needs and objectives. o Act as the primary point of contact for clients, providing timely updates and personalized service. o Handle client inquiries and resolve complaints in a professional and efficient manner. 3. Market Analysis and Product Knowledge o Stay updated on market trends, economic conditions, and regulatory changes affecting financial products. o Keep up-to-date knowledge of competitors' products to position offerings effectively. 4. Sales Strategy Execution o Meet and exceed sales targets and performance metrics. o Create tailored presentations and proposals for prospective clients. 5. Reporting and Compliance o Maintain accurate records of client interactions, sales activities, and revenue achievements. o Ensure adherence to compliance regulations and internal policies when dealing with financial products. Key Skills and Competencies • Strong sales and negotiation skills with the ability to close deals effectively. • Excellent communication and interpersonal skills to build trust with clients. • Sound understanding of financial markets and investment products (Mutual Funds, Unlisted Shares, etc.). • Existing network of Clients and Channel Partners to leverage for sales growth • Proactive, self-motivated, and result-oriented approach.