Wealth Manager- client acquisition (New Delhi)

Wealth Manager- client acquisition (New Delhi)

13 Aug
|
Bandhu4U Services Private
|
New Delhi

13 Aug

Bandhu4U Services Private

New Delhi

Job Summary

We are seeking a motivated and results-driven Sales Executive to generate new business opportunities, build strong customer relationships, and achieve sales targets. The ideal candidate will be responsible for identifying prospects, presenting products/services, negotiating deals, and ensuring customer satisfaction. Sales executives typically focus on lead generation, client engagement, and closing sales to drive revenue growth. �

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Key Responsibilities

Identify and generate new sales opportunities through cold calling, networking, referrals, and market research.

Develop and maintain strong relationships with existing and potential customers.

Present and demonstrate products/services to prospective clients.

Understand customer needs and provide suitable solutions.

Prepare quotations, proposals, and sales contracts.

Negotiate terms and close sales deals.

Achieve monthly, quarterly, and annual sales targets.

Maintain accurate customer records and sales activities in CRM systems.





Follow up with clients to ensure satisfaction and identify upselling opportunities.

Prepare sales reports and provide regular updates to management. �

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Required Qualifications

Bachelor's degree in Business, Marketing, Sales, or a related field.

1–3 years of sales experience (freshers may be considered for entry-level roles).

Robust communication and interpersonal skills.

Excellent negotiation and presentation abilities.

Ability to work independently and meet targets.

Proficiency in MS Office and CRM software.

Key Skills

Sales and lead generation

Customer relationship management

Negotiation and persuasion

Communication and presentation

Problem-solving

Time management

Market research and analysis

KPIs

Revenue generated

Number of new customers acquired

Conversion rate

Customer retention rate

Achievement of sales targets

📌 Wealth Manager- client acquisition (New Delhi)
🏢 Bandhu4U Services Private
📍 New Delhi

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