Sales Executive

Key Responsibilities:

• Source new clients for wealth management and other financial products.

• Effectively maintain client relationships with follow-up, servicing needs & collecting regular feedback.

• Distribute various investment products to existing and new clients

• Maintain and develop customer success strategies and best practices.

• Communicate effectively with internal and external senior-level management to understand customer needs, maximize retention and growth, and communicate learnings.

• Maintain existing customer success metrics and data as directed.

Required Skills:

• Some understanding of financial markets. You will be trained and certified before you can distribute financial products.

• NISM modules for distributors will be required to be cleared before starting the distribution of products.

• Smart, confident, and outgoing personality

• Very good communication skills, especially verbal

Pre-requisites:

• Willing to work in a fluid environment of startups.

• Willing to excel in sales profile. This is a sales job.

• Quick learner, adaptable to changing business needs

• Multitasking skills. Must be based out of Gurugram

• It is a Full Time Field Sales job for candidates with 1 - 3 years of experience.