The ideal candidate will develop relationships with key accounts to maximize revenue and client retention. You act as a consultant by developing account strategies that provide the greatest opportunities to drive revenue.

Responsibilities

- Connect with HNI customers through company-provided warm and hot leads.
- Understand the customer's investment requirements, financial objectives and preferences.
- Present and explain suitable investment opportunities and solutions as per the approved sales process.
- Build strong relationships with prospective HNI customers and provide a professional consultation experience.
- Manage the complete sales journey, from the first customer interaction through follow-ups and conversion.
- Maintain regular and timely follow-ups with interested prospects to maximize conversions.
- Achieve assigned sales and revenue targets while maintaining high standards of customer service and compliance.
- Accurately update all customer interactions,



follow-ups and sales activities in the designated systems.
- Coordinate with internal teams to ensure a smooth and seamless customer onboarding and investment process.

Requirements

•Bachelor's degree or equivalent experience in Business

- Excellent communication, presentation and customer relationship management skills.
- Strong sales orientation with the ability to engage and convert high-value customers.
- Ability to understand customer requirements and confidently manage investment sales conversations.
- Self-motivated, target-driven and comfortable working in a performance-oriented environment.
- Robust follow-up and negotiation skills.
- Prior experience in investment sales, wealth management, financial services, insurance, banking or HNI customer handling will be an added advantage.

📌 Sales Consultant (Gurugram)
🏢 Policybazaar.com
📍 Gurugram