? Role Overview As a Sales Executive / Relationship Manager, you will be responsible for identifying potential clients, understanding their financial needs, and offering suitable fintech and investment-related solutions. The role requires strong communication skills, relationship-building ability, and a target-oriented mindset.

? Key Responsibilities ✔️ Generate new business opportunities through cold calling, referrals, networking, digital leads, and field outreach.

✔️ Understand customer requirements and recommend suitable investment, wealth, or fintech solutions.

✔️ Build and maintain long-term relationships with individual clients, HNIs, corporate clients, and channel partners.

✔️ Coordinate with banks, AMCs, financial institutions, and internal teams for smooth onboarding and transaction processing.

✔️ Conduct product presentations, client meetings, and follow-up discussions to drive conversions.

✔️ Maintain accurate records of leads, sales activities, and customer interactions in the CRM system.





✔️ Achieve monthly sales targets, revenue goals, and client acquisition objectives.

✔️ Stay updated on market trends, mutual funds, investment products, fintech developments, and regulatory changes.

✔️ Provide excellent post-sales support and ensure a high level of customer satisfaction and retention.

? Preferred Candidate Profile ? 1–4 years of experience in Fintech / Banking / AMC / Wealth Management / Financial Product Sales.

? Prior exposure to mutual funds, investment products, insurance, broking, or wealth advisory services will be an added advantage.

? Strong communication, negotiation, and interpersonal skills.

? Ability to work independently in a fast-paced, target-driven workplace.

? Existing network or relationships within banks, AMCs, or financial services organizations will be highly valued.

📌 Sales Executive (Pune)
🏢 Multyfi
📍 Pune