Sales Specialist

About the Role

The Sales Specialist role at GroWell Legacy is a full-time, on-site position based in Delhi, India. GroWell Legacy specializes in comprehensive financial solutions, including Financial Planning, Mutual Funds, Insurance advisory, Portfolio Management Services (PMS), and other alternative investment products.

Key Responsibilities

• Engage with prospective and existing clients to understand their financial needs.
• Present suitable products such as mutual funds, insurance, PMS, and alternate investments.
• Guide clients through the decision-making process.
• Conduct client meetings.
• Follow up on leads.
• Prepare and deliver product presentations.
• Maintain accurate records in the sales tracking system.
• Collaborate with internal teams to ensure smooth onboarding.
• Provide post-sale support.
• Participate in regular training sessions to stay updated on financial products and regulatory changes.
• Meet sales targets.
• Uphold high standards of client service and compliance.

Qualifications

• Strong Communication and Customer Service skills.
• Proven Sales capabilities with experience in prospecting, lead conversion, and achieving or exceeding sales targets in financial services or related sectors.
• Experience in Training or coaching clients on product features and financial concepts.
• Sales Management skills, including pipeline management, reporting, and coordination with internal stakeholders.
• Basic understanding of Financial Planning, Mutual Funds, Insurance, PMS, and alternative investment products or willingness to learn quickly.
• Bachelor’s degree in Business, Finance, Marketing, or a related field, or equivalent practical experience.
• Strong analytical and problem-solving abilities, with attention to detail and adherence to regulatory and compliance requirements.
• Comfort working in an on-site environment in Delhi, India.