Company Description Fundkey is a growing organization focused on delivering financial and investment solutions tailored to client needs. The company aims to simplify access to financial products and services, helping individuals and businesses make informed, confident decisions. Fundkey values transparency, client education, and long-term relationships built on trust and performance.

Team members are encouraged to bring initiative, integrity, and a collaborative mindset to drive sustainable growth. The work environment supports professional development and the opportunity to have a direct impact on client outcomes.

Role Description The Sales Professional role at Fundkey is a full-time, on-site position based in Dehradun. This role involves identifying and qualifying prospective clients, presenting Fundkey’s financial and investment solutions, and guiding potential customers through the decision-making process.

The Sales

Qualified will conduct in-person meetings and calls, build and maintain a robust sales pipeline, and follow up consistently to close deals and achieve assigned targets.

Responsibilities include maintaining accurate records in CRM tools, preparing basic sales reports,



and collaborating with internal teams to ensure smooth onboarding and client satisfaction. The role also requires staying informed about Fundkey’s offerings and market trends to communicate value clearly and ethically.

Qualifications

- Strong sales and business development abilities, including prospecting, lead qualification, and deal closure.
- Excellent communication and interpersonal skills, with the capacity to build trust and maintain long-term client relationships.
- Basic understanding of financial products and services or willingness to learn quickly in the financial domain.
- Solid organizational and time-management skills to handle multiple prospects, meetings, and follow-ups efficiently.
- Comfort with using digital tools such as CRM software, spreadsheets, and presentation tools for sales tracking and reporting.
- Proven ability to work on-site, collaborate with colleagues, and adapt to a fast-paced, target-driven environment.
- Bachelor’s degree in business, finance, marketing, or a related field is preferred; relevant experience in sales can substitute formal education.
- Prior experience in financial services or investment products is an advantage but not mandatory.

📌 Sales Professional (Dehradun)
🏢 Fundkey
📍 Dehradun