Sales Executive - Banking & Wealth Management

0 - 2 years

2 - 5 Lacs

Posted:6 hours ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

Looking for experienced Sales Executives to join our team. As a Sales Executive, you will be responsible for generating business, building relationships with clients, and selling our services.

Responsibilities:

- Generate business by identifying new opportunities and converting leads into clients

- Build and maintain relationships with clients to understand their investment goals

- Provide expert advice on our services, including unlisted shares, pre-IPO investments, private equity funding, and IPO consultancy

- Meet monthly/quarterly sales targets

- Collaborate with the telecalling team to generate leads

- Update CRM with accurate and timely information

- Stay up-to-date with industry trends and market developments

Requirements:

- 0-2 years of experience in sales, preferably in investment banking or wealth management

- Strong understanding of financial products and markets

- Excellent communication and interpersonal skills

- Ability to work in a target-driven environment

- Proficiency in MS Office and CRM software

- Strong network and business development skills

Competitive Salary Package + attractive incentives and benefits

If you're a motivated and result-driven individual looking to grow your career in investment banking and wealth management, send your resume to [8448145577][priyanka.s@wegrowwealth.in]

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