Key Responsibilities

- Explain investment opportunities, particularly debt products and platform features, to prospective and existing clients
- Manage inbound leads, support client onboarding, and ensure smooth KYC and platform setup
- Build and maintain client relationships to drive repeat investments and AUM growth
- Actively follow up on leads, manage a structured sales pipeline, and achieve monthly sales and revenue targets
- Coordinate with internal teams to resolve client queries and improve overall client experience
- Maintain accurate records of interactions and sales activities using CRM or internal tools

Required Skills & Qualifications

- Strong verbal and written communication skills in English (knowledge of Hindi or regional languages is an advantage)




- Understanding of investment products, particularly fixed-income or debt instruments
- Proficiency in Google Workspace, email communication, and basic technical tools
- Client-focused mindset with strong relationship-building and follow-up skills
- Discipline, punctuality, and ability to perform in a target-driven setting

Preferred Qualifications

- 1-3 years of experience in financial sales, fintech, banking, broking, or wealth management
- Experience with CRM tools and handling retail or HNI clients

📌 Intern /Associate / Executive – Investment Sales Investment Sales (Bengaluru)
🏢 Leaf Round
📍 Bengaluru