Company Description At Upsurely, we assist investors in achieving their short-term and long-term financial goals with dedication and integrity. With over six years of experience in the financial services sector, we utilize technology-based solutions to help clients monitor their portfolios effectively. As a comprehensive provider of insurance and investment services, we prioritize building enduring relationships and exceeding client expectations. Our commitment is to be the most reliable, prompt, and efficient provider of financial and insurance services. Role Description This is a full-time on-site role for a Sales Executive located in Jaipur. The Sales Executive will be responsible for identifying potential clients, conducting market research, and creating sales strategies to meet business objectives. Daily tasks include client meetings, presenting financial products, preparing sales proposals, and achieving sales targets. The Sales Executive will also be responsible for maintaining client relationships and ensuring customer satisfaction. Qualifications Proven sales experience, preferably in the financial services sector Strong communication and interpersonal skills Ability to conduct market research and analyze data Knowledge of financial products and investment strategies Excellent negotiation and problem-solving skills Ability to work independently and meet targets Bachelor's degree in Business, Finance, Economics, or a related field Proficiency in relevant software applications such as CRM tools and MS Office
Company Description Upsurely is a trusted name in providing technology-based financial and insurance services. With more than six years of experience in the Financial Services Sector, we aim to assist clients with dedication and integrity, exceeding their expectations and building enduring relationships. Our focus is on helping clients effectively monitor their portfolios and achieve both short-term and long-term financial goals. Our single utmost aim is to be the most reliable, prompt, and efficient provider for all insurance and investment needs. Role Description This is a full-time on-site role for a Sales Executive located in Jaipur. The Sales Executive will be responsible for identifying and reaching out to potential clients, assessing their investment and insurance needs, and recommending appropriate solutions. The role involves managing and nurturing client relationships, maintaining client portfolio records, and assisting clients in achieving their financial goals. The Sales Executive will also be involved in tracking market trends and staying updated with financial products and services. Qualifications Excellent communication and interpersonal skills Sales skills and experience in driving revenue growth Financial market knowledge and understanding of financial products Client relationship management and portfolio monitoring Strong problem-solving abilities and attention to detail Ability to work independently and in a team environment Experience in financial services or insurance sectors is a plus Bachelor's degree in Finance, Business Administration, or related field
Company Description Upsurely is a trusted name in providing technology-based financial and insurance services. With more than six years of experience in the Financial Services Sector, we aim to assist clients with dedication and integrity, exceeding their expectations and building enduring relationships. Our focus is on helping clients effectively monitor their portfolios and achieve both short-term and long-term financial goals. Our single utmost aim is to be the most reliable, prompt, and efficient provider for all insurance and investment needs. Role Description This is a full-time on-site role for a Sales Executive located in Jaipur. The Sales Executive will be responsible for identifying and reaching out to potential clients, assessing their investment and insurance needs, and recommending appropriate solutions. The role involves managing and nurturing client relationships, maintaining client portfolio records, and assisting clients in achieving their financial goals. The Sales Executive will also be involved in tracking market trends and staying updated with financial products and services. Qualifications Excellent communication and interpersonal skills Sales skills and experience in driving revenue growth Financial market knowledge and understanding of financial products Client relationship management and portfolio monitoring Strong problem-solving abilities and attention to detail Ability to work independently and in a team environment Experience in financial services or insurance sectors is a plus Bachelor's degree in Finance, Business Administration, or related field