Investment Solutions Specialist

5 days ago


Mumbai, Maharashtra, India PaisaSmart Full time

About Us

PaisaSmart is a leading financial services firm dedicated to empowering Indians to achieve their financial goals. With a proven track record in Prop Trading, Stock Broking, Portfolio Management & Mutual Fund distribution, we offer a wide range of innovative products and services.

We are seeking a talented Relationship Manager to join our team and help us deliver exceptional client experiences. As a key member of our sales team, you will be responsible for identifying business opportunities, building strong relationships with clients, and driving revenue growth.

Key Responsibilities

  • Sales Strategy:
  • Develop and implement effective sales plans to meet or exceed sales targets.
  • Client Engagement:
  • Connect with potential customers to understand their investment needs and find suitable solutions.
  • Customer Support:
  • Provide exceptional support to clients throughout the registration and investment process.
  • Pipeline Management:
  • Monitor leads, follow up diligently, and close deals to achieve assigned sales targets.

Requirements

  • Degree in Finance or related discipline.
  • Up to 3 years of experience in sales, B2C customer interaction, or financial products/services.
  • Excellent communication skills in English and Hindi.

Compensation Package

  • Competitive salary and benefits.
  • 15 days paid vacation.
  • Target Linked incentive program.


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