Manager - Fintech Sales - HNI/NRI Vertical (3-5 yrs)

Responsibilities:

- Leads through proactive prospecting, networking and secure new business opportunities.

- A robust pipeline of leads through email, networking events, and social media.

- A list of customers who fit our ideal client profile.

- New clients for our various services.

- The client's need and specific requirement. Present proposals aligned to his goals and objectives.

- A client is onboarded, continue to nurture and grow the relationship.

- Their existing portfolios and providing appropriate suggestions.

- And presenting research reports, mutual fund updates, life and health insurance services to clients.

- Rapport which will help in maintaining client loyalty and securing repeat business.

- As the primary point of contact, fostering trust, delivering exceptional customer service, and ensuring client satisfaction.

- Client concerns, gathering feedback, and identifying opportunities to upsell or expand our services.

Requirements:

Skills/Qualifications/Experience: (For Nashik, Ahmedabad & Kutch)

- Networking and lead generation skills. Ability to identify and convert potential clients.

- Communication and presentation skills to effectively put forward the various services.

- Mindset to understand client needs, conduct market analysis, and position our services strategically.

- To grow in a fast-paced environment, manage multiple priorities, and meet ambitious targets.

- Degree in commerce, marketing, or a related field (MBA-Finance/Marketing preferred). Having a CFP or NISM XA & XB certification will be an added advantage.

- Atleast 3 years relevant experience