A Naukri Group company
LoginHire Local Staff
A Naukri Group companyLoginHire Local Staff
20,000 - 25,000 /month
Arthyaan Solutions Llp
Andheri (East), Mumbai
2 - 4 years Experience in Telesales / Telemarketing
Full Time
# Business Development Executive – Family Wealth recording & reporting
Company: Arthyaan Solutions LLP
Industry: FinTech / Investment Technology
Qualification: B.Com Graduate
Experience: Minimum 2 Years in sales of Mutual funds or any other investment products
Employment Type: Full-Time
### About Arthyaan
Arthyaan is a wealth intelligence platform designed to help users record, report and track investments through a simple, technology-driven experience.
### Job Responsibilities
- Drive sales and customer acquisition for the Arthyaan platform.
- Identify potential customers, including HNI and UHNI investors (B2C), wealth managers and Chartered Accountants (B2C)
- Present & demonstrate Arthyaan's features and benefits by conducting online and offline demos.
- Generate leads through personal networks, referrals, financial communities and direct outreach.
- Convert prospective customers into paid subscribers.
- Build relationships with Investment Advisors, Chartered Accountants and other potential business partners.
- Manage the complete sales cycle from lead generation to customer onboarding.
- Achieve monthly subscription and revenue targets.
- Maintain sales pipeline, customer interactions and follow-up records in CRM.
- Collect customer feedback and coordinate with product and support teams.
### Required Skills
- Excellent communication and presentation skills in English, Hindi and Gujarati / Marathi
- Ability to understand the problem from a customer’s perspective
- Strong customer acquisition and relationship-building abilities.
- Comfortable using CRM, Excel and digital sales tools.
- Self-motivated, target-oriented and results-driven.
Preferred Candidates: Professionals from wealth management firms, mutual fund distribution businesses and FinTech companies.
