Sales Executive
4 days ago
Job description
Location:
MG Road, Gurugram
About Us
Finora Wealth is a trusted wealth management company with 25+ years of experience in working with High Net-Worth Individuals (HNIs). We specialize in Mutual Funds, PMS, AIFs, Insurance, and other wealth solutions.
We are looking for a Sales Executive to join our team and support our client acquisition efforts by managing investor outreach and appointment setting for our senior partners.
Key Responsibilities
- Maintain and update Lead Sheets / CRM for investor prospects
- Reach out to potential clients via email and WhatsApp
- Nurture leads with timely follow-ups and professional communication
- Generate and schedule calls/meetings for senior partners with qualified prospects
- Assist with client communication campaigns (emails, WhatsApp broadcasts, updates)
- Coordinate with senior management to ensure smooth lead handover
Requirements
- 2-5 Years of Experience in financial product sales (Mutual Funds, Insurance, Investments, etc.) preferred
- Strong communication skills (written & verbal, English + Hindi)
- Proficiency in Google Sheets, Email, and WhatsApp for Business
- Basic understanding of marketing tools (Mail merge, CRM, or campaign tools)
- Organized, proactive, and result-oriented with a client-first approach
What We Offer
- Opportunity to work closely with industry leaders in wealth management
- Exposure to HNI client base and premium financial products
- Performance-driven growth path with incentives
- Professional and collaborative work environment
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