Executive - Pre Sales - Wealth

3 weeks ago

Mumbai, India IFA Global Full time

Experience : 2 years+ Qualification : Graduate/MBA (Finance)

Location: Mumbai - BKC (Kurla West)- This is a Professional Services Pre - Sales position in the team, and is responsible for driving business, achieving monthly meetings and acquiring new clients.
- One should target to set 15 meetings per month for Senior Management.
- Pitching wealth products to HNI/ UHNI Maintaining proper records of leads created, meetings set, presentation creation in ZOHO.

Experience / Eligibility & Skill Set Required
- Graduate/ MBA with good understanding of financial concepts
- It is a B2B sales.
- Excellent English verbal and written communication.
- Passionate about Sales and Connecting with People

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