Sales Executive

About the Role

This is a full-time, on-site Sales Executive role based in Ahmedabad. The Sales Executive will engage with prospective and existing clients to understand their investment needs, present suitable solutions, and support them through the decision-making process.

Key Responsibilities

• Generating leads.
• Conducting meetings and presentations.
• Following up on inquiries.
• Maintaining accurate records in the CRM system.
• Collaborating with internal teams to refine offerings.
• Staying current on market trends and product updates.
• Meeting or exceeding sales targets while delivering a professional, client-centered experience.

Qualifications

• Demonstrated ability in client relationship management, including prospecting, needs assessment, and follow-up.
• Strong communication and presentation skills, with the capacity to explain investment concepts clearly and confidently.
• Proven negotiation and closing skills, with a track record of meeting sales goals or revenue targets.
• Basic understanding of financial products, investment principles, or related services (experience in finance or investment sales is an advantage).
• Comfort with using CRM tools, spreadsheets, and digital communication platforms to manage leads and reporting.
• Self-motivated, goal-oriented mindset with the ability to work independently and as part of a team.
• Bachelor’s degree in Business, Finance, Marketing, or a related field preferred (relevant experience may substitute for formal education).
• Willingness to work on-site in Ahmedabad and meet clients in person as needed.