Senior Sales Specialist

5 days ago

Bengaluru Karnataka India, Karnataka Liquide Full time

We are a well-funded ex-McKinsey/IIT/IIM/BITS wealth-tech startup which aspires to change the way young India Invests. We are a fast-growing team focused on providing cutting-edge investment solutions to bring premium wealth advisory and social investing to young investors.


About Liquide Black

Liquide Black is the premium wealth and tax advisory arm of Liquide, serving HNIs, CXOs and business owners with custom financial planning, portfolio advisory, and proactive tax optimisation.


Role summary

Own the full high-ticket sales cycle for Liquide Black from lead qualification to close, with a sharp focus on discovery, ROI storytelling, objection handling, and swift, compliant closures.


Key responsibilities

• Run structured discovery to quantify pain, goals, and investable surplus; map needs to Liquide Black’s value

• Handle objections on price, performance, and trust using data, case studies, and social proof

• Drive short, disciplined follow-up cadences across WhatsApp, phone, email, and Telegram

• Partner with RMs, advisors, and tax team to tailor pitches and ensure clean handovers post-sale

• Maintain clean CRM hygiene, accurate pipeline stages, and forecast reliability

• Upsell/cross-sell relevant add-ons and multi-year plans

• Capture market feedback to improve messaging, offers, and cohorts


Requirements

• 3–5 years in high-ticket consultative sales, ideally in wealth advisory, PMS/AIF, insurance, SaaS, or education where ticket sizes are ₹1,00,000+

• Strong discovery and solutioning; can convert complex advisory into crisp outcomes

• Expert objection handling and negotiation; closes with clarity and urgency without overpromising

• Comfortable selling to HNIs, founders, and senior executives; polished communication in English and Hindi

• Working knowledge of equity, MF, taxation basics, and risk profiling is a plus



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