Hiring Sales Executive For Leading Investment Advisory - Pune - confidential

    confidential
    confidential Pune

    2 days ago

    Full time Healthcare
    Description

    ABOUT JOB OPPORTUNITY:

    We are looking for a talented Sales Wealth Counselor who can counsel the prospective investors over calls and is capable of generating increasing sales for the organization by selling a variety of advisory services. We believe that an effective counselor is an excellent communicator with superior interpersonal skills and finds comfort in presenting services as well as dealing with employee grievances. As a counselor, we, thus, expect from you to be an outstanding communicator with a professional yet amicable approach who contributes in the company by bringing in and locking customers while developing business.

    KEY ROLES AND RESPONSIBILITIES

    • Prospect and qualify new sales leads
    • Sell the company's products by identifying and educating leads through calls with counseling with the right products and services.
    • Provide potential and existing customers with exceptional support
    • Track all sales activities in company CRM system and keep updating account information regularly
    • Contribute to team effort by accomplishing related results as needed
    • Achieve agreed upon individual and team sales targets and outcomes within schedule

    PERSON SPECIFICATION KNOWLEDGE & SKILLS

    • 6 months to 3 Years of BPO sales Experience is Mandatory.
    • Excellent English-speaking skills
    • Comfortable in online sales
    • Creative thinking skills
    • Patience and ability to engage customers
    • Good persuasive ability
    • Ability to handle rejection and stress in soliciting customers
    • Working knowledge of relevant computer software
    • Excellent interpersonal and problem-solving skills

  • Only for registered members Pune/Pimpri-Chinchwad Area

    Deora Investment Advisory (SEBI Registered) hires finance enthusiasts to support client acquisition and advisory operations. · Acquire new clients through direct customer interaction or partner tie-ups · ...

  • Only for registered members Pune

    Senior finance professional with experience in equity research and investment advisory to lead equity research and advisory, conduct stock analysis and valuation. · Conduct in-depth stock analysis and valuation. · Develop investment strategies. · ...

  • confidential Pune Full time

    +Utilize financial acumen and investment expertise to assess client portfolios, · collaborate with the Research and Advisory team, and deliver tailored · investment solutions aligned with client goals. · +Achieve product-specific and cross-selling targets based on demographic,lif ...

  • Only for registered members Pune

    We are seeking energetic Investment Sales Advisors who can interact with potential investors over calls and convert interest into business. · ...

  • confidential Pune Full time

    The Relationship Manager is responsible for managing and growing banking and investment relationships with High Net-Worth (HNI), Non-Resident Indian (NRI), and Ultra HNI clients. · Manage and grow banking and investment relationships with HNI, NRI, and UHNI clients · ...

  • Buy side analyst

    1 month ago

    Only for registered members Pune, Maharashtra

    This is a full-time Buy Side Analyst role at TermSheet Capital based in Pune. The analyst will conduct financial analysis, · build financial models and prepare reports to support investment decisions. ...

  • Only for registered members Pune, Maharashtra

    This is a full-time role for managing client relationships, offering personalized financial consultation and creating tailored investment plans. The responsibilities include staying updated with market trends to recommend optimal solutions for client portfolios. · ...

  • TresVista Pune

    About TresVista: TresVista is a global enterprise whose business model is built to deliver enduring value. It combines best practices, technology-enabled execution, and industry-leading talent to drive meaningful results. By integrating advisory capabilities with scalable delive ...

  • Only for registered members Pune

    We are hiring a senior Wealth Manager for Pune to manage HNI & mass-affluent clients, drive advisory-led relationships, and selectively acquire new clients through referrals and warm leads. · ...

  • Only for registered members Pune

    We are looking for candidates who have good understanding in mutual fund wealth management finanacial advisory to manage client interactions provide investment guidance. · For more details interested candidates may contact ...

  • Only for registered members Pune Full time

    This role is for one of the Weekday's clients. The Institutional Sales – Client Coverage role will lead client acquisition and relationship management across MSMEs, large corporates, family offices, and startup treasuries in key markets. · ...

  • Only for registered members Pune

    This role is for one of the Weekday's clients. The Institutional Sales – Client Coverage role will lead client acquisition and relationship management across MSMEs, large corporates, family offices, and startup treasuries in key markets.Act as the primary relationship owner for i ...

  • Only for registered members Pune, Maharashtra

    The Relationship Manager will be responsible for managing and nurturing client relationships, offering personalized financial planning advice, and assisting with investment and financial needs. · ...

  • Only for registered members Pune

    We are looking for a skilled professional to fill the role of AVP - Financial Advisory in Pune. · ...

  • Sales Engineer

    1 week ago

    Only for registered members Pune

    The Senior Sales Executive is responsible for new sales and renewals (in collaboration with support team) of equity research products to HNIs, Potential HNIs, and NRIs. · - Establish product fit · - Competitive edge of Niveza's Investment Services · - Drive efforts to expand and ...

  • Only for registered members Pune, Maharashtra

    This is a full-time position located in Baner, Pune for a Mergers and Acquisitions Intern. The intern will conduct research on industries and markets and collaborate closely with the team to support successful transaction execution. · ...

  • Only for registered members Pune, Maharashtra

    The Client Relationship Manager will lead client engagement across financial planning, investment advisory, and insurance solutions. · ...

  • Only for registered members Pune, Maharashtra

    This is a full-time, on-site role for a Real Estate Sales Consultant based in Pune. The consultant will be responsible for fostering client relationships, identifying property needs, and assisting in purchasing, leasing or investing in real estate properties. · ...

  • Only for registered members Pune, Maharashtra

    We are looking to hire hospitality-driven Corporate Sales professionals who are keen to transition into luxury real estate advisory. · Hospitality / luxury service / premium client-facing industries preferredStrong communication, relationship-building, and negotiation skillsHigh ...

  • confidential Pune Full time

    Client acquisition and relationship management for high net worth individuals. · ...

Jobs
>
Pune