Sales Executive

Key Responsibilities

• Generate leads through calling, references, networking, and other business development activities.
• Contact prospective clients and explain the company’s financial services in a clear and professional manner.
• Build and maintain strong relationships with existing and prospective clients.
• Follow up with leads and convert qualified prospects into clients.
• Schedule client meetings and assist in presentations and discussions.
• Coordinate with the operations/back-office team for documentation and transaction-related requirements.
• Maintain accurate records of leads, follow-ups, meetings, and conversions.
• Achieve assigned monthly and quarterly sales targets.
• Regularly follow up with existing clients for service requirements and relationship management.
• Stay updated on mutual fund industry developments, market trends, and company processes.
• Follow all applicable company policies, regulatory requirements, and ethical sales practices.

Required Skills

• Good communication and interpersonal skills.
• Strong convincing and negotiation ability.
• Good follow-up and relationship-building skills.
• Basic knowledge of financial products and mutual funds.
• Ability to work with targets and deadlines.
• Basic knowledge of MS Excel, Google Sheets, and CRM/software tools.
• Positive attitude, confidence, and willingness to learn.