Sales And Marketing Specialist

Company Description

RS Wealth Management Pvt. Ltd., established in 2013, is a comprehensive financial services provider offering a vast array of investment products and solutions. As a member of NSE, BSE, and MCX, we support trading in equity, derivatives, and commodities while also providing services in mutual funds, insurance, digital signature certificates, and e-stamping. Our diverse clientele includes corporate clients, institutions, HNIs, NRIs, and trusts, all supported by a team of experienced financial professionals. With a strong emphasis on research and continuous training, we are committed to delivering prompt, reliable, and specialized financial solutions tailored to meet the unique needs of each client.

Role Description

This is a full-time on-site role based in New Delhi for a Sales And Marketing Specialist The role entails identifying potential clients, understanding their financial needs, and offering suitable investment solutions. Responsibilities include managing client portfolios, building and maintaining lasting relationships, achieving sales targets, and providing exceptional customer service. The Sales And Marketing Specialist will collaborate with other team members to develop strategies for client acquisition and retention.

Qualifications

• Proficiency in client relationship management, communication, and negotiation skills
• Strong ability in financial product sales and portfolio management.
• Experience in financial sector is mandatory.
• Prior experience in demat account acquisition.
• Knowledge of financial markets, securities, mutual funds, and investment options
• Analytical abilities to assess financial trends and recommend investment opportunities
• Previous experience in sales or the financial sector is advantageous
• A bachelor’s degree in finance, business, economics, or a related field is preferred
• Self-motivated with a strong ability to meet sales targets and deadlines