Sales Executive

CFO Works is a start-up specializing in Accounting, Taxation, Compliance and Business Advisory Services. Our mission at CFO Works is to empower businesses with transformative financial leadership. We strive to bridge the gap between talented CFOs and organizations in need, facilitating the growth and success of both.

Here is your opportunity to become a part of one of the fastest growing CFO Services in India. If you’re looking for a chance for great income potential, independence and flexibility, we encourage you to apply today.

Candidates with an experience to sell Financial Products or Professional services are preferred. Freshers with a flare to sell are also invited to apply.

Responsibilities:

· Identify customers from online leads and maintain database in CRM.

· Periodical follow-ups until lead conversion.

· Understand and evaluate customers’ needs and offer various financial products from our portfolio.

· Provide in-depth details of the financial product to boost customer confidence.

· Evaluate prospect requirements of clients and determine qualified leads generated through online efficient networking.

· Coordinate with other departments to maintain efficiency on all sales procedures and activities.

· Allocate Relationship Manager on client acquisition.

· Encourage team members and work together to accomplish company’s objective.

· Display effective time management skills with the assistance of software and technology provided by the company.

· Achieve and aim to exceed assigned targets.

· Share valuable feedback to the management to improve and introduce more financial products to the customer.

Requirements and Skills:

· Bachelor's degree in business, finance, or related field.

· Effective written and oral communication skills.

· Listening skills and team management.

· Confidence and persuasive skills.

· Excel in business acumen and situational knowledge.

· Knowledge of financial services like budgeting, savings and investments will be an added advantage.

· Proficient in Office 365 especially Excel and Powerpoint.

· Experience in CRM platforms (Zoho Preferred).

Leadership Qualities: Manager

· Be a Team player and motivator.

· Should have strategic and critical thinking skills.

· Effective people management skills.

· Brainstorm with the management for innovative ideas and implementation

· Exceed targets to achieve company’s long-term goals.

Job Types: Full-time, Permanent, Fresher

Pay: ₹15,000.00 - ₹50,000.00 per month

Work Location: In person