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Sales Executive | Scrabble

Posted on August 21, 2024

Job Description

Location: Gurgaon<br /> Company: SimpliFin.ai<br /> Website: www.simplifin.ai<br /> About Us:<br /> SimpliFin.ai is an innovative AI/FinTech firm specializing in mutual fund distribution and financial<br /> planning. We empower financial advisors and individual investors with advanced AI-driven tools to<br /> simplify investment decisions, ensuring smarter and more profitable financial planning.<br /> Job Summary:<br /> We are seeking a highly motivated and dynamic Sales Executive to join our growing team. The ideal<br /> candidate will have a strong background in financial services sales, particularly in mutual funds or<br /> related financial products. As a Sales Executive, you will be responsible for driving sales, building<br /> client relationships, and contributing to the overall growth of SimpliFin.ai.<br /> Key Responsibilities:<br />

  • Lead Generation: Identify and target potential clients, including financial advisors,<br /> investment firms, and individual investors.<br />
  • Client Acquisition: Develop and implement strategies to acquire new clients and expand our<br /> customer base.<br />
  • Product Knowledge: Maintain a deep understanding of SimpliFin.ai’s products and services,<br /> and effectively communicate their benefits to potential clients.<br />
  • Sales Presentations: Conduct product demos and presentations to prospective clients,<br /> showcasing the advantages of our AI-driven mutual fund solutions.<br />
  • Relationship Management: Build and maintain strong, long-term relationships with clients to<br /> ensure customer satisfaction and loyalty.<br />
  • Sales Targets: Meet or exceed monthly and quarterly sales targets, contributing to the<br /> company’s overall revenue goals.<br />
  • Market Analysis: Stay informed about industry trends, competitor products, and market<br /> developments to identify new opportunities.<br />
  • Reporting: Prepare and present regular sales reports, including pipeline status, sales<br /> forecasts, and market feedback.<br /> Qualifications:<br />
  • Bachelor’s degree in Business, Finance, Marketing, or a related field.<br />
  • Proven track record of success in sales, preferably in the financial services industry.<br />
  • Experience in mutual funds, investment products, or financial planning tools is highly<br /> desirable.<br />
  • Strong communication and interpersonal skills.<br />
  • Ability to work independently and as part of a team in a fast-paced, dynamic environment.<br />
  • A results-driven attitude with a passion for achieving sales targets.<br /> What We Offer:<br />
  • Competitive salary and commission structure.<br />
  • Opportunities for professional growth and development.<br />
  • A supportive and collaborative work environment.<br />
  • Access to cutting-edge AI tools and resources.
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