Job Title: Sales Executive (Navi mumbai)

Job Summary

Key Responsibilities
- Make outbound calls to potential investors, HNIs, corporate clients, and institutions.
- Introduce and explain the company’s fundraising mandate clearly and professionally.
- Generate and qualify leads through cold calling and follow-ups.
- Fix meetings (virtual/physical) between senior management and prospective investors.
- Build and maintain a strong investor pipeline database.
- Follow up consistently with interested investors and stakeholders.
- Maintain call records, investor feedback, and daily activity reports.
- Coordinate with internal teams to ensure smooth meeting scheduling and documentation.
- Achieve weekly and monthly meeting targets.

Skills & Competencies
- Strong understanding of digital marketing and customer acquisition funnels
- Ability to explain financial products in easy, customer-friendly language
- Data-driven mindset with experience in analytics and reporting
- Knowledge of compliance-driven communication (RBI, SEBI, NBFC norms - basic awareness)




- Excellent communication and coordination skills
- Ability to work in a fast-paced, target-oriented environment

Required Skills & Qualifications:
- Bachelor’s degree in Commerce, Business, Finance, or related field.
- 1-4 years of experience in telecalling, sales, fundraising, or financial services.
- Strong communication and convincing skills.
- Ability to handle rejections and maintain positive attitude.
- Knowledge of basic financial/investment concepts will be an added advantage.
- Proficiency in MS Excel and CRM tools.
- Target-oriented and self-motivated personality.
- Preferred Experience:
- Experience in fundraising, merchant banking, investment advisory, NBFC, or fintech.
- Exposure to dealing with investors, HNIs, or corporate clients.

Job Types: Full-time, Permanent

Pay: ₹300,000.00 - ₹360,000.00 per year

Education:
- Bachelor's (preferred)

Experience:
- sales-telecalling: 1 year (preferred)

Language

📌 Sales Executive (Navi Mumbai)
🏢 Inscite Advisory Services
📍 Navi Mumbai