Company Description FindNex is a technology and execution platform that enables SEBI-registered investment advisors and analysts to automate and distribute their investment strategies through broker-integrated infrastructure. The company focuses on simplifying the deployment of strategies, helping advisors reach a wider client base with greater efficiency. By providing secure, scalable tools, FindNex supports professionals in managing workflows, execution, and strategy delivery in a streamlined manner.

Team members at FindNex work at the intersection of finance and technology, contributing to solutions that empower the investment advisory ecosystem.

Role Description This is a full time, on-site Sales Associate role based in Bengaluru.

The Sales

Associate will engage prospective and existing clients, explain FindNex’s platform capabilities, and demonstrate how the solutions support SEBI-registered investment advisors and analysts. Day-to-day responsibilities include identifying and qualifying leads, conducting product presentations and demos, assisting with onboarding, and providing timely follow-up and support to drive conversions and retention. The role involves close collaboration with the product and operations teams to convey client feedback, prepare sales materials, and ensure a smooth sales process from initial contact to post-sale support.

The Sales





Associate is expected to maintain accurate records in the CRM system, meet defined sales targets, and represent FindNex professionally at meetings and events.

Qualifications

- Strong client relationship and communication skills, with the ability to explain technical and financial concepts clearly to diverse stakeholders.
- Experience in sales or business development, preferably within fintech, financial services, or technology-driven products.
- Ability to understand investment advisory workflows and interest in capital markets, SEBI regulations, and broker-integrated platforms.
- Proficiency in using CRM tools, productivity software, and online meeting platforms to manage pipelines and client interactions.
- Demonstrated negotiation, presentation, and problem-solving abilities, with a focus on meeting targets and delivering high-quality service.
- Bachelor’s degree in Business, Finance, Economics, or a related field; equivalent practical experience will also be considered.
- Comfort working in a fast-paced environment, with a proactive approach, attention to detail, and willingness to learn the product deeply.
- Fluency in English; knowledge of additional regional languages relevant to Bengaluru and surrounding markets is an advantage.

📌 Sales Internship (Bengaluru)
🏢 FindNex
📍 Bengaluru