Sales Executive

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 strong 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

Work arrangement
No