S
Sales And Marketing Specialist
Swastik Investments
Pune, Maharashtra, India2h agovia LinkedIn
About the Role
The Sales and Marketing Specialist is a full-time, on-site role based in Pune. This role involves identifying and approaching prospective clients, presenting suitable investment products, and maintaining ongoing relationships with existing clients. The specialist will support marketing campaigns, participate in client meetings and events, and assist in developing promotional materials and outreach strategies.
Key Responsibilities
- Identify and approach prospective clients.
- Present suitable investment products.
- Maintain ongoing relationships with existing clients.
- Support marketing campaigns.
- Participate in client meetings and events.
- Assist in developing promotional materials and outreach strategies.
- Coordinate with internal teams.
- Track sales performance.
- Prepare reports.
- Follow up on leads to achieve revenue and growth targets.
- Provide basic product training and guidance to clients.
Qualifications
- Strong Communication and Customer Service skills.
- Proven Sales and Sales Management skills.
- Training skills to explain investment products and support client education.
- Knowledge of financial products, investments, or related services.
- Basic analytical and presentation skills.
- Ability to work on-site in Pune.
- Ability to collaborate with cross-functional teams.
- Proficiency in using CRM or sales tracking tools.
- A bachelor’s degree in business, finance, marketing, or a related field, or equivalent practical experience, is preferred.