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 qualified 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. • Strong 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 (Haryana)
🏢 Policybazaar.com
📍 Haryana