Sales Representative

Company Description

PaisaWatch is a Personal Finance Planning company dedicated to serving the unique financial needs of individuals. Since 1989, we have been helping clients achieve their financial goals across generations. Our mission is to understand each client's specific situation and develop a plan to meet both short-term aspirations and long-term goals. By working together, we aim to prepare our clients for a bright and secure future.

Role Description

This is a full-time, on-site role for a Sales Representative based in Delhi, India. The Sales Representative will be responsible for identifying prospects, making sales calls, and meeting sales targets. They will also be tasked with understanding clients' financial needs, offering tailored financial planning solutions, and maintaining client relationships. Additional responsibilities include managing client portfolios, conducting market research, and providing regular updates on financial products and services.

Qualifications

• Skills in sales, client relationship management, and meeting sales targets
• Understanding of financial planning, personal finance, and financial products
• Excellent communication, negotiation, and interpersonal skills
• Analytical and problem-solving skills for assessing clients' financial needs
• Ability to work independently and as part of a team
• Experience in the finance industry is a plus
• Bachelor's degree in Finance, Business, Economics, or related field