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R Patel Wealth
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Field Sales Executive

Field Sales Executive

R Patel Wealth

0 years

0 Lacs

patna bihar india

Posted:2 days ago| Platform:

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Skills Required

planning service research tracking metrics training reporting communication development negotiation analyze management crm software marketing finance

Work Mode

On-site

Job Type

Full Time

Job Description

Company Description

R Patel Wealth, established in 1990, is a respected and long-standing Mutual Fund Distribution Firm. The company is dedicated to fostering a culture of saving and building wealth through consistent and long-term investments. With a focus on simplifying the complexities of investing, R Patel Wealth makes financial planning accessible and actionable for clients. Our team comprises experienced professionals who deliver personalized financial advice, supported by an efficient client service team ensuring smooth administrative processes and prompt access to vital information.

Role Description

This is a full-time, on-site role for a Field Sales Executive, located in Patna. The Field Sales Executive will identify and meet potential clients, build and maintain client relationships, and promote mutual fund investment solutions tailored to client needs. Responsibilities include conducting market research, setting sales goals, preparing sales pitches, and ensuring excellent post-sales service. The role also includes tracking sales metrics, attending relevant training sessions, and reporting progress to management.

Qualifications

Excellent communication and interpersonal skills to engage with clients and build strong relationships
Sales or business development skills, including lead generation, negotiation, and closing deals
Ability to analyze market trends and client needs for informed decision-making
Time management and organizational skills to handle multiple client interactions and deadlines
Knowledge of financial products, particularly mutual funds, is an advantage
Proficiency in using sales tools and CRM software is preferred
Bachelor’s degree in Business Administration, Marketing, Finance, or a related field
Willingness to travel locally to meet with clients as needed

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Field Sales Executive