Sales Executive

3 weeks ago

Dwarka, India Expertvuw Full time

Job Title: Sales Executive – Financial & Legal Services (Share Recovery / IEPF / Unclaimed Investment Recovery) Location : Dwarka Sector 22, New Delhi Company : Expertvuw Management Pvt. Ltd. Employment Type : Full-Time, Office-Based Experience Required : Minimum 1 Year in Sales / Business Development Working Days : Monday to Saturday (Sunday Off) About the Company Expertvuw Management Pvt. Ltd. is a professional financial and legal services firm specializing in unclaimed investment recovery, share recovery, and IEPF claim assistance. We help investors and families recover their lost or unclaimed investments through transparent, compliant, and client-centric processes. About the Role We are seeking an energetic and result-oriented Sales Executive/ Business Development Executive with a background in financial, legal, or consulting services sales. The ideal candidate should have hands-on experience in selling investment, insurance, education, or other advisory services, and be confident in building long-term client relationships. Key Responsibilities Identify and connect with individuals having unclaimed or lost shares/investments. Conduct cold calls, follow-ups, and consultations to explain our recovery process. Build strong trust and rapport with clients through transparent communication. Handle inbound and outbound leads using CRM tools and calling software. Understand client requirements and provide appropriate recovery solutions. Negotiate and close deals while achieving defined monthly and quarterly targets. Generate referrals and repeat business through satisfied clients. Coordinate with the operations and documentation teams for smooth client onboarding. Required Skills & Qualifications Minimum 1 year of experience in sales or business development. Prior experience in financial products sales (mutual funds, insurance, investments) or legal/consulting services preferred. Excellent communication, persuasion, and negotiation skills. Strong understanding of sales process, lead nurturing, and client servicing. Comfortable working on CRM tools, MS Office, and calling platforms. Confident in both online and face-to-face client interactions. Graduate in any stream (Commerce or Finance background preferred). What We Offer Fixed salary + Attractive incentive structure. Structured training and onboarding support. Exposure to real client cases in a growing financial domain. Professional, ethical, and supportive work culture. Opportunity for career growth in a high-potential niche industry. Apply only if you can attend an in-person interview at our Dwarka office, and are available to join immediately ..

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