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