Lighthouse Canton - Sales Role (4-5 yrs)

Location : Bengaluru

Reports to : Senior Vice President - Keenai Pulse

About us :

Were on a mission to build an innovative global wealth tech platform, harnessing the power of AI to offer users exclusive access to public and private investment markets worldwide. Our platform blends DIY investment options with bespoke investment advisory, empowering users to manage their wealth with confidence and flexibility.

Job Description:

We are looking for a dynamic and motivated Sales Associate to spearhead the outreach and sales efforts for Pulse. The ideal candidate will have a strong background in financial services sales, particularly with high-net-worth clients and family offices. This role is critical to expanding our client base within India, specifically targeting Single Family Offices.

Key Responsibilities:

Client Outreach:

- Identify and proactively reach out to potential clients, focusing on Single Family Offices across India.

Sales Strategy:

- Develop and execute sales strategies tailored to the needs of family offices, showcasing the benefits of the Pulse platform.

Client Relationship Management:

- Build and maintain strong relationships with key stakeholders within Single Family Offices to ensure long-term partnerships.

Product Demonstrations:

- Present and demonstrate the capabilities of Pulse to prospective clients, ensuring they understand its value in optimizing their financial and operational activities.

Market Research:

- Stay updated on industry trends, market changes, and the unique challenges faced by family offices to better position Pulse as the preferred solution.

Sales Targets:

- Achieve monthly and quarterly sales targets and provide regular updates on progress to the leadership team.

Cross-functional Collaboration:

- Work closely with the marketing and product teams to ensure that the sales pitch aligns with the platforms capabilities and client needs.

Qualifications:

- Bachelors degree in finance, Business Administration, or a related field.

- MBA is a plus.

- 4-5 years of experience in sales or business development within financial services, wealth management, or fintech industries.

- Proven experience in selling to high-net-worth individuals (HNWIs) or SingleFamily Offices.

- Excellent communication and presentation skills, with the ability to convey complex financial products clearly and effectively.

- Strong negotiation and relationship-building skills, with a track record of closing deals.

- Familiarity with financial platforms, investment reporting tools, and the unique needs of family offices.

- Self-motivated, goal-oriented, and comfortable working in a fast-paced environment.