Inside Sales Executive

2 weeks ago

Delhi Delhi, India Vertex Group Full time

**Key Responsibilities**:

- **Client Engagement**: Conduct initial consultations with prospective clients to understand their financial goals and needs, and present tailored solutions that align with our services.
- **Sales Support**: Assist in preparing proposals, presentations, and reports to support the sales team in closing deals and achieving sales targets.
- **Relationship Management**: Build and maintain strong relationships with clients and prospects, providing exceptional customer service and support throughout the sales process.
- **Market Research**: Stay informed about industry trends, competitor activities, and market conditions to identify new opportunities and refine sales strategies.
- **CRM Management**: Accurately maintain client and prospect information in our CRM system, ensuring data integrity and tracking sales activities and progress.
- **Collaboration**: Work closely with other team members, including financial advisors and marketing professionals, to align sales efforts with overall company goals and strategies.

**Qualifications**:

- **Education**: Bachelor's degree in Business, Finance, Marketing, or a related field preferred.
- **Experience**: 2+ years of experience in inside sales or a similar role, preferably in the financial services or wealth management industry.

Work Location: In person

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