Sales Specialist

Company Description Wealthleaf Financial Services Pvt Ltd is a growing financial services organization focused on delivering tailored investment and wealth management solutions to a diverse client base. The company offers a range of products designed to help individuals and businesses achieve their financial goals with confidence and clarity. Wealthleaf emphasizes transparent advice, customer-centric service, and long-term relationships built on trust. Team members are encouraged to bring fresh ideas, uphold high ethical standards, and contribute to a collaborative, performance-driven environment.
Role Description This is a full-time, on-site Sales Specialist role based in Delhi, India. The Sales Specialist will engage with prospective and existing clients, present suitable financial products and services, and guide clients through the decision-making process. Daily responsibilities include conducting client meetings, following up on leads, managing a sales pipeline, and maintaining accurate records in the company’s CRM or tracking tools. The role involves working closely with internal teams to support client onboarding, resolve queries, and ensure a high standard of customer experience. The Sales Specialist will also participate in training sessions, market research, and promotional activities to drive business growth and meet sales targets.
Qualifications
Strong Communication skills, including clear presentation and active listening, with the ability to explain financial concepts in simple terms.
Customer Service skills focused on relationship building, responsiveness, and handling client concerns professionally.
Sales skills, including lead generation, negotiation, and closing, with a track record of meeting or exceeding targets.
Training and Sales Management abilities, such as mentoring team members, supporting sales processes, and contributing to performance improvement.
Bachelor’s degree in Business, Finance, Marketing, or a related field, or equivalent practical experience in financial services or sales.
Basic understanding of financial products and markets; prior experience in banking, insurance, or investment services is an advantage.
Proficiency in CRM tools and MS Office; strong organizational and time management skills.
Ability to work on-site in Delhi, India, and collaborate effectively within a diverse team environment.

Work arrangement
No