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Sales Specialist Financial Advisory & Relationship Management Inbox

3.00 to 6.00 Years   Hyderabad   16 Dec, 2024
TALENTSOL CONSULTING
Job LocationHyderabad
EducationNot Mentioned
SalaryRs 4.0 - 6 Lakh/Yr
IndustryFinTech
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    Location: HyderabadPosition Type: Full-TimeCompensation Range : 4-6LPAKey Responsibilities:1. Sales & Advisory: Sellcompanyproducts to existing customers and provide tailored financial advice to meet their goals.2. Relationship Management: Build lasting relationships with customers, offering support and fostering trust in company products.3. Lead Generation: Identify and convert leads through personal networks and conduct presentations or small-group discussions to showcase product benefits.4. Customer-Centric Approach: Understand customer needs, tailor product pitches, and ensure transparency throughout the sales process.5. Reporting & Insights: Meet sales targets, maintain CRM tools, and provide regular updates to the management team.Qualifications & Skills:1. Education & Experience: Bachelors degree in Finance, Business, or a related field. Minimum 3-5 years of sales experience in financial advisory, investment products, or wealth management with a proven sales track record.2. Skills: Strong knowledge of FIs and fixed-income products. Excellent communication, presentation, and relationship-building skills. Proficiency in CRM tools and MS Office.3. Certifications (Preferred): CFP, NISM, or similar certifications are a plus.What We Offer:Competitive salary with performance-based incentives. Training on company products and tools. Career growth in a fast-growing fintech environment.

Keyskills :
salesnismcfpfis

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