Sales Associate

About the Role

The Sales Associate is a full-time, on-site role based in Chennai at Fiducia Capital Management.

Key Responsibilities

• Identify and engage prospective investors.
• Explain Fiducia’s private market offerings.
• Guide clients through the end-to-end investment process.
• Conduct regular outreach through calls, meetings, and events.
• Build and maintain strong client relationships.
• Provide timely updates on new opportunities and market developments.
• Collaborate with internal teams to ensure accurate documentation and smooth transaction execution.
• Deliver high-quality client service.
• Meet sales targets and contribute to business growth.

Qualifications

• Strong skills in client relationship management, consultation, and stakeholder communication.
• Proficiency in sales outreach, lead generation, and closing transactions within financial services or related industries.
• Ability to understand and explain investment concepts, private market products, and risk considerations clearly.
• Competence in using CRM tools, presentations, and basic data analysis to track pipelines and report performance.
• Excellent spoken and written communication skills in English.
• Additional regional languages are an advantage.
• Proactive, target-driven attitude with the ability to work collaboratively in a fast-paced on-site environment.
• Bachelor’s degree in Business, Finance, Economics, or a related field.
• Prior experience in investment sales or wealth management is preferred.