Sales Executive

1 day ago


Pune, Maharashtra, India WealthGrowth Full time ₹ 8,00,000 - ₹ 12,00,000 per year

Company Description

WealthGrowth specializes in helping long-term investors build diversified and tax-efficient investment portfolios. By leveraging a Multi-Asset Investment Strategy, we focus on creating tailored financial solutions to meet the unique goals of each client. Our services prioritize sustainable wealth creation and financial well-being for individuals and families. WealthGrowth empowers clients through strategic investment planning and disciplined portfolio management.

Role Description

This is a full-time, on-site Sales Executive role located in Pune. The Sales Executive will be responsible for driving business growth by identifying potential clients, building strong customer relationships, and providing tailored investment solutions. Key responsibilities include conducting client meetings, understanding their financial objectives, presenting WealthGrowth's services, and achieving sales targets. The Sales Executive will work closely with the team to contribute to strategic sales initiatives and maintain client satisfaction.

Qualifications

  • Strong communication, negotiation, and interpersonal skills
  • Sales skills, including client acquisition and business development
  • Knowledge of investment products, financial markets, and portfolio management
  • Self-motivation and goal-oriented approach to achieving sales targets
  • Proficiency in using CRM systems and sales tools
  • Bachelor's degree in Finance, Business, Marketing, or a related field
  • Previous experience in the financial services industry is preferred

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