Sales Lead

Company Overview

Company details are not specified.

Job Summary

The Sales Lead will be responsible for driving sales initiatives and managing client relationships, particularly focusing on connections with 360 One and Kotak Wealth. This role will report directly to Partner, Soumendra Lahiri.

Responsibilities

• Develop and maintain strong relationships with clients at 360 One and Kotak Wealth.
• Lead sales initiatives to achieve revenue targets.
• Collaborate with the team to create effective sales strategies.
• Prepare and present regular sales reports and forecasts to management.
• Identify opportunities for business growth and expansion within the market.

Qualifications

• Proven experience in a sales role, specifically in wealth management or related fields.
• Strong interpersonal and communication skills.
• Demonstrated ability to develop relationships with high-profile clients.
• Bachelor's degree in Business, Finance, or related field preferred.
• Excellent negotiation skills and sales acumen.

Preferred Skills

• Experience in managing wealth management accounts or similar financial products.
• Familiarity with the financial services industry and market trends.
• Knowledge of compliance and regulatory requirements in financial sales.

Experience

• Significant experience in sales, ideally within the financial services or wealth management sectors.

Environment

Work setting and location details are not specified.

Salary

Salary information is not provided.

Growth Opportunities

Career advancement potential has not been specified.

Benefits

Details regarding benefits are not provided.