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 robust relationship-building and follow-up skills.
- Discipline, punctuality, and ability to perform in a target-driven environment.
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.