Sales Executive

About Teza Finance

Teza Finance is a financial advisory and education platform supporting individuals, families, and business owners in making confident, informed financial decisions. The company simplifies finance through personalized guidance, financial literacy, insurance solutions, and investment planning, focusing on disciplined, long-term decision-making.

About the Role

This full-time, on-site role in Chennai involves identifying prospective clients, presenting Teza Finance’s services, and building long-term relationships to drive business growth.

Key Responsibilities

• Conduct client meetings.
• Understand client financial needs.
• Recommend suitable advisory and insurance solutions.
• Follow up on leads and manage a sales pipeline.
• Prepare proposals.
• Achieve monthly and quarterly sales targets.
• Collaborate with advisory and operations teams to ensure a smooth onboarding experience and maintain high levels of client satisfaction.

Requirements & Tech Stack

• Sales Executive role.
• On-site in Chennai.

Qualifications

• Strong consultative sales and client relationship management skills.
• Ability to understand and address client financial needs.
• Communication, presentation, and negotiation skills.
• Basic knowledge of financial products such as mutual funds, insurance, and investment planning.
• Willingness to learn and stay updated on financial products.
• Goal-oriented mindset.
• Time management, organization, and follow-up skills.
• Comfort engaging in regular face-to-face client interactions.
• Bachelor’s degree in business, finance, marketing, or a related field is preferred.
• Prior experience in financial services sales or advisory is an advantage.
• Motivated entry-level candidates are encouraged to apply.