Inside Sales Executive

Job Title: Sales Executive Department: Sales Location: Gurgaon (On-site) Company: Univest About Univest: Univest is a fast-growing fintech platform helping individuals make smarter and more confident investment decisions. Our mission is to empower every investor with the right insights, tools, and opportunities to grow their wealth efficiently. Role Overview: We are looking for energetic and goal-oriented Sales Executives to join our dynamic team. The role involves connecting with potential customers, understanding their financial needs, and helping them discover how Univest can simplify and enhance their investment journey. Key Responsibilities: ● Engage with potential customers through calls, messages, and meetings to promote Univest’s products and services. ● Understand customer requirements and provide appropriate investment solutions. ● Achieve daily, weekly, and monthly sales targets. ● Maintain strong follow-ups and ensure excellent customer experience. ● Record customer interactions and sales data accurately in the CRM system. ● Stay updated with product features, offers, and market trends. ● Collaborate with the sales and marketing teams to drive lead conversions. Requirements: ● Bachelor’s degree in Business, Finance, or a related field. ● 1–3 years of experience in sales, telesales, or financial product selling (experience in fintech, BFSI, or investment advisory preferred). ● Strong communication and negotiation skills. ● Self-motivated with a target-driven approach. ● Ability to build and maintain strong client relationships. What We Offer: ● Competitive salary with attractive performance incentives. ● Opportunity to work with a fast-growing fintech startup. ● Continuous learning and growth opportunities. ● Energetic and collaborative work culture.