Financial Executive
2 weeks ago
TenQuints is a start-up specializing in Financial Advisory & Services with an aim to enable individuals to create and manage their wealth to achieve early financial Independence with qualitative advisory and services to live a secure and self-sufficient life.
**Responsibilities**:
- Identify customers from online leads and maintain database in CRM.
- Periodical follow-ups until lead conversion.
- Understand and evaluate customers’ needs and offer various financial products from our portfolio.
- Provide in-depth details of the financial product to boost customer confidence.
- Evaluate prospect requirements of clients and determine qualified leads generated through online efficient networking.
- Coordinate with other departments to maintain efficiency on all sales procedures and activities.
- Allocate Financial Advisors on client acquisition.
- Encourage team members and work together to accomplish company’s objective.
- Display effective time management skills with the assistance of software and technology provided by the company.
- Achieve and aim to exceed assigned targets.
- Share valuable feedback to the management to improve and introduce more financial products to the customer.
**Requirements and Skills**:
- Bachelor's degree in business, finance, or related field.
- Effective written and oral communication skills.
- Listening skills and team management.
- Confidence and persuasive skills.
- Excel in business acumen and situational knowledge.
- Knowledge of financial services like budgeting, savings and investments will be an added advantage.
- Proficient in Office 365 especially Excel and Powerpoint.
- Experience in CRM platforms (Zoho Preferred).
**Leadership Qualities: Manager**
- Be a Team player and motivator.
- Should have strategic and critical thinking skills.
- Effective people management skills.
- Brainstorm with the management for innovative ideas and implementation.
- Exceed targets to achieve company’s long-term goals.
**Salary**: From ₹30,000.00 per month
Schedule:
- Day shift
Application Question(s):
- In which field do you have a Bachelor's Degree ?
- How many years of experience do you have in a Sales Position?
- Do you have sales experience in the Financial sector?
**Experience**:
- Sales: 1 year (preferred)
Application Deadline: 15/06/2023
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