Who are we?

Univest is an investment ecosystem enabling users to make higher ROI by making investment journeys smart, frictionless rewarding. Starting with stock market investments, from identifying the right investment opportunities ( basis one’s investment style), easy research, to exiting an investment at the right time, all from a single application. No we’re not a broker platform. We’re a data product. And we’re a funded startup.

About our growth

56%+ avg. MoM growth for 9 straight months, achieving an EBITDA of ~$1M ARR in November, with over 8 lakh+ users and managing more than 2500 Cr+ in AUM!

Designation - Inside Sales Executive Responsibilities

1) Offering clients suggestions on various high income investment products.

2) Assisting clients in the selection and purchase of right subscription plans as per his needs.

3) Cross sell and up sell products from variety of asset classes available on the app.

4) Communicating with customers, making outbound calls to potential customers, and following up on leads.

5) Closing sales and achieving sales targets.

Requirements

1) Minimum 1 year of experience as an Inside sales Representative

2) Proficiency in Microsoft Office tools particularly Excel.

3) Excellent analytical and critical thinking skills.

4) Good time management, organizational skills, communication and interpersonal skils.

5) Ability to offer improved customer experience