Sales Executive

Role Overview and Responsibilities

The Sales Executive will be responsible for generating leads through various channels such as calls, references, networking, and other business development efforts. They will engage with potential clients to clearly present the company's financial services, focusing on mutual funds. Establishing and nurturing strong relationships with both existing and prospective clients is essential. The role involves converting qualified leads into customers by conducting follow-ups and scheduling meetings to support presentations and discussions.

The Sales Executive must coordinate with back-office and operations teams to ensure all documentation and transaction processes are completed accurately. They are expected to maintain detailed records of leads, meetings, follow-ups, and conversions, ensuring targets assigned monthly and quarterly are met. Continuous relationship management with current clients and staying informed about mutual fund industry updates, market trends, and company policies are necessary parts of this position. Adhering to company policies, regulatory frameworks, and ethical standards in sales practices is mandatory.

Skills and Qualifications

Candidates should possess strong communication and interpersonal skills along with effective negotiation and persuasion capabilities. Ability to build and maintain relationships through consistent follow-up is important. A basic understanding of financial products, particularly mutual funds, is required. Proficiency with MS Excel, Google Sheets, and CRM or similar software is expected. The role demands working efficiently under target-driven conditions with deadlines, coupled with a positive attitude, confidence, and eagerness to learn.