Location: Gurgaon
Company: SimpliFin.ai
Website: www.simplifin.ai
About Us:
SimpliFin.ai is an innovative AI/FinTech firm specializing in mutual fund distribution and financial
planning. We empower financial advisors and individual investors with advanced AI-driven tools to
simplify investment decisions, ensuring smarter and more profitable financial planning.
Job Summary:
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.
What We Offer:
* Competitive salary and commission structure.
* Opportunities for professional growth and development.
* A supportive and collaborative work environment.
* Access to cutting-edge AI tools and resources.