Key Responsibilities

Lead Conversion & Revenue Generation

- Convert inbound and outbound leads into paid subscribers
- Pitch Research Services and Automated Portfolios effectively
- Explain capital requirements, risk structure, and subscription plans
- Achieve monthly revenue and subscription targets

Client Engagement & Upselling

- Follow up with trial users and dormant leads
- Encourage capital allocation and portfolio top-ups
- Upsell advanced plans and multi-algo strategies
- Maintain robust post-sale relationships

Product Understanding

- Clearly explain portfolio strategies, risk management, and allocation structure
- Guide clients through onboarding, KYC, and capital deployment
- Coordinate with research and support teams for a seamless experience

Performance Tracking

- Maintain CRM hygiene and lead tracking




- Share daily performance reports
- Optimise pitch based on user objections and feedback

Who You Are

- Strong communication and persuasion skills
- Target-driven and revenue-focused
- Comfortable handling financial discussions
- Basic understanding of the stock market and derivatives
- Confident in objection handling and closing

Preferred Qualifications

- Graduate / Post-graduate in any stream (Finance preferred)
- Prior experience in financial sales/advisory / broking/fintech
- Experience in high-ticket sales (₹50K+ deals preferred)
- ⁠ 1+ years of experience in Sales

Skills: sales,revenue,fintech sales

📌 Sales Executive (Gurugram)
🏢 Skillyt
📍 Gurugram