Company Overview

FinoFY Technologies Pvt. Ltd. is a purpose-driven investment advisory company serving clients in high-growth markets around the globe. With 15+ years of extensive research in the stock market and technology-driven processes, we provide the knowledge and strategies our customers need to become smarter investors. Our commitment to sustainability, credibility, technology, intensive research, and customer satisfaction sets us apart in the industry.

Job Overview

FinoFY Technologies Private Limited is seeking a motivated Sales Executive to join our dynamic team. As a Sales Executive, you will be responsible for prospecting potential clients and closing sales deals. This is a great opportunity for someone who is passionate about sales and wants to contribute to a fast-growing International Investment advisory company.

Qualifications and Skills

• Fresher: Less than 1 year of experience in sales or a related field
• Highly motivated with a strong drive for achieving sales targets
• Excellent verbal and written communication skills
• Ability to build and maintain relationships with clients
• Good negotiation and persuasion skills
• Knowledge of investment advisory products and financial markets is a plus
• Proficiency in using CRM software and other sales tools
• Ability to work independently and as part of a team
• Willingness to continuously learn and adapt to changing market trends

Roles and Responsibilities

Client Acquisition:

• Interacting with customers telephonically & via chat
• Sharing updates on our product & services
• Convincing them to buy our services
• Upgrading the customers from basic service to HNI
• Calling prospective clients and engaging with them to maximize sales
• Ensuring high customer retention through customer service, consistent engagement and taking periodic feedback from the customer

Client Relationship Management & Tasks:

• Build and maintain strong relationships with existing and potential clients
• Understand clients' needs, challenges, and objectives, and propose tailored advisory solutions to address their unique requirements
• Maintaining data, sheets, updating the details in CRM