Job Description

We are seeking a highly motivated and dynamic Sales Executive to join our growing team. The ideal candidate will have a strong background in financial services sales, particularly in mutual funds or related financial products. As a Sales Executive, you will be responsible for driving sales, building client relationships, and contributing to the overall growth of SimpliFin.ai.

Key Responsibilities:

• Lead Generation: Identify and target potential clients, including financial advisors, investment firms, and individual investors.
• Client Acquisition: Develop and implement strategies to acquire new clients and expand our customer base.
• Product Knowledge: Maintain a deep understanding of SimpliFin.ai's products and services, and effectively communicate their benefits to potential clients.
• Sales Presentations: Conduct product demos and presentations to prospective clients, showcasing the advantages of our AI-driven mutual fund solutions.
• Relationship Management: Build and maintain strong, long-term relationships with clients to ensure customer satisfaction and loyalty.
• Sales Targets: Meet or exceed monthly and quarterly sales targets, contributing to the company's overall revenue goals.
• Market Analysis: Stay informed about industry trends, competitor products, and market developments to identify new opportunities.
• Reporting: Prepare and present regular sales reports, including pipeline status, sales forecasts, and market feedback.

We are seeking a highly motivated and dynamic Sales Executive to join our growing team. The ideal candidate will have a strong background in financial services sales, particularly in mutual funds or related financial products. As a Sales Executive, you will be responsible for driving sales, building client relationships, and contributing to the overall growth of SimpliFin.ai.

Key Responsibilities:

Lead Generation: Identify and target potential clients, including financial advisors, investment firms, and individual investors.

Client Acquisition: Develop and implement strategies to acquire new clients and expand our customer base.

Product Knowledge: Maintain a deep understanding of SimpliFin.ai's products and services, and effectively communicate their benefits to potential clients.

Sales Presentations: Conduct product demos and presentations to prospective clients, showcasing the advantages of our AI-driven mutual fund solutions.

Relationship Management: Build and maintain strong, long-term relationships with clients to ensure customer satisfaction and loyalty.

Sales Targets: Meet or exceed monthly and quarterly sales targets, contributing to the company's overall revenue goals.

Market Analysis: Stay informed about industry trends, competitor products, and market developments to identify new opportunities.

Reporting: Prepare and present regular sales reports, including pipeline status, sales forecasts, and market feedback.

Qualifications:

• Bachelor's degree in Business, Finance, Marketing, or a related field.
• Proven track record of success in sales, preferably in the financial services industry.
• Experience in mutual funds, investment products, or financial planning tools is highly desirable.
• Strong communication and interpersonal skills.
• Ability to work independently and as part of a team in a fast-paced, dynamic environment.
• A results-driven attitude with a passion for achieving sales targets.
• Bachelor's degree in Business, Finance, Marketing, or a related field.
• Proven track record of success in sales, preferably in the financial services industry.
• Experience in mutual funds, investment products, or financial planning tools is highly desirable.
• Strong communication and interpersonal skills.
• Ability to work independently and as part of a team in a fast-paced, dynamic environment.
• A results-driven attitude with a passion for achieving sales targets.

Job Types: Full-time, Permanent

Pay: ?15,000.00 - ?20,000.00 per month

Benefits:

• Provident Fund

Compensation Package:

• Performance bonus

Schedule:

• Day shift
• Weekend availability

Work Location: In person