14 Aug
|
Finomatic Fintech Services Private
|
Dhar
14 Aug
Finomatic Fintech Services Private
Dhar
Company Description Finomatic Fintech Services Private Limited is a tech-driven, people-centric financial services platform focused on making wealth creation simple, smart, and secure for individuals and families across India and NRIs investing in India. The company offers intuitive technology, transparent processes, and personalized advisory to support wealth building, protection, and legacy planning. With over ₹1700 Cr in mutual fund assets under management and the trust of more than 60,000 investors, Finomatic is driving India’s financial transformation.
Role Description This is a full-time, on-site Sales Manager role based in Dhar.
The Sales
Manager will lead sales targets and drive customer acquisition for Finomatic’s financial products and advisory services.
Responsibilities include developing and executing local sales strategies, building relationships with individual investors, and MFD's, professionals, entrepreneurs, and families, and promoting solutions such as mutual fund advisory and legacy planning tools. The role involves tracking sales performance, preparing reports and forecasts, ensuring compliance with company policies and regulatory requirements,
and collaborating with marketing and advisory teams to enhance client engagement.
The Sales
Manager will also coach team members, conduct regular reviews, and represent Finomatic at local events and client meetings to strengthen brand presence in the region.
Qualifications
- Candidates should possess robust sales, business development, and client relationship management skills.
- Candidates should possess skills in team leadership, performance management, and coaching.
- Candidates should possess knowledge of financial products, mutual funds, and basic investment and wealth management concepts.
- Candidates should possess excellent communication, negotiation, and presentation skills.
- Candidates should possess abilities in data-driven decision-making, sales reporting, and use of CRM or sales tools.
- Bachelor’s degree in Business, Finance, Marketing, or a related field is preferred; relevant certifications in financial services are an advantage.
- Proven experience in sales management, preferably in financial services, fintech, or related domains.
- Strong customer-centric mindset, high ethical standards, and willingness to work on-site in Dhar.
📌 Sales Manager (Dhar)
🏢 Finomatic Fintech Services Private
📍 Dhar