Sales Executive – Financial Services

6 days ago

Mumbai, Maharashtra, India Dellorz Full time ₹ 6,00,000 - ₹ 12,00,000 per year

Company Description

At Dellorz, we believe wealth is not just about numbers—it's about trust, ethics, and purpose. Founded with a vision to bring transparency and integrity into financial advisory, Dellorz is a new-age wealth management startup with over seven years of experience in Investment Planning, Wealth Management, and Financial Advisory Services. Our mission is to help individuals and families make informed and ethical financial decisions that lead to sustainable long-term growth. We offer personalized financial solutions, including investment and portfolio advisory, tax planning, legal advisory, and retirement planning. At Dellorz, we combine experienced human insight with intelligent, data-driven tools to design financial strategies tailored to your goals and values. We believe in ethics over sales and advice over commissions, striving to build trust with every financial plan we create.

Role Description

We are looking for a motivated
Tele-Sales Executive
to join our financial services team. In this role, you will be responsible for
contacting potential clients, generating leads, and assisting our wealth managers
in converting those leads into satisfied clients. This is an excellent opportunity for someone with strong communication skills, a drive for results, and an interest in financial services.

Key Responsibilities:

  • Make outbound calls to potential clients to introduce financial products and services.
  • Identify and qualify leads who are genuinely interested in wealth management solutions.
  • Assist wealth managers by providing pre-qualified leads and supporting the sales process.
  • Maintain accurate records of all calls, leads, and follow-ups in the CRM system.
  • Achieve or exceed monthly and quarterly lead generation and conversion targets.
  • Provide feedback on client needs and market trends to the team.

Qualifications & Skills:

  • Strong communication and persuasion skills.
  • Self-motivated, goal-oriented, and results-driven.
  • Basic understanding of financial products and services is preferred but not mandatory.
  • Comfortable making cold calls and handling objections.
  • Ability to work collaboratively with wealth managers and other team members.

Compensation & Incentives:

  • Competitive base salary.
  • Attractive performance-based incentives for converted leads.
  • Opportunity to grow within the organization and gain exposure to the financial services industry.

Why Join Us:

  • Work with a dynamic and ethical financial services startup.
  • Learn directly from experienced wealth managers.
  • Build a rewarding career in sales and financial services with high earning potential.

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