Financial Sales Executive
7 hours ago
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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