Sales Executive

About the Role:

We are seeking a dynamic and result-oriented Sales Executive for a leading financial distribution firm. The ideal candidate will have experience in client acquisition, client management, and portfolio management, with a strong background in the financial services sector.

Location: Ahmedabad

Key Responsibilities:

• Client Acquisition: Identify and onboard new clients from similar industries or equity backgrounds, ensuring alignment with the organizations vision of comprehensive financial solutions.
• Client Management: Build and maintain strong relationships with clients, acting as their trusted advisor for financial products and services.
• Portfolio Management: Analyze client portfolios, recommend suitable financial products, and ensure clients financial goals are met effectively.
• Achieve and exceed sales targets through proactive engagement with clients and prospects.
• Provide detailed product knowledge and guidance on Wealth Management, Financial Planning, and related services.
• Stay updated with market trends and competitor offerings to provide the best solutions to clients.

Desired Candidate Profile:

• Proven experience in Sales, Client Acquisition, and Portfolio Management, preferably in financial distribution, wealth management, or related industries.
• Candidates with a background in equity or similar financial domains will be given preference.
• Strong interpersonal and communication skills with the ability to build and sustain client relationships.
• Goal-oriented, self-motivated, and adept at working in a target-driven environment.
• Proficient in analyzing financial portfolios and suggesting strategic investment plans.

Educational Qualifications:

• Bachelors degree in Finance, Business Administration, or a related field. Advanced certifications (e.g., CFP, CFA) will be an advantage.