Financial Sales Executive

3 weeks ago

Bangalore, India Liquide Full time

About Us:

We are a fast-paced Fintech startup Making Investing easier for everyone. Liquide is your one-stop solution for making informed stock investment decisions. We empower investors & traders with the tools and knowledge they need to confidently navigate the markets.

Job Description:

We are looking for a talented Business Developer/Sales Analyst, who can counsel the prospective clients and is capable of increasing client base. You will be working in one of most premium wealth advisory services of Liquide and handling HNI clients. We believe that an effective candidate is an excellent communicator and finds comfort in presenting investment products. 

Key Roles & Responsibilities:

  • Sell the company's products by identifying and educating leads through calls with counselling with the right products and services.
  • Provide potential and existing customers with exceptional support
  • Track all sales activities in company CRM system and keep updating account information regularly
  • Contribute to team effort by accomplishing related results as needed
  • Achieve agreed upon individual and team sales targets and outcomes within schedule

Requirements: 

  • Knowledge of Financial Products-mutual funds, bonds, corporate fixed deposits, life and non-life insurance, PMS & other wealth services.
  • Sales Acumen: Sales and negotiation skills to drive revenue and meet targets while maintaining a client-centric approach.
  • Market Knowledge: Understanding of market trends, customer needs, and competitor activities to strategically position products or services.
  • Excellent English and Hindi speaking skills
  • Comfortable in online sales
  • Patience and ability to engage customers
  • Good persuasive ability
  • Ability to handle stress in soliciting customers
  • Working knowledge of relevant computer software
  • Excellent interpersonal and problem-solving skills

Qualifications:

  • 3+ years experience in a client facing, Relationship/Wealth Management Role.
  • Bachelor’s Degree completed or equivalent experience.

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