RM Sales

• Identify and approach potential customers through field visits, cold calling, and referrals.
• Generate new leads and convert prospects into customers.
• Conduct regular client meetings and product/service presentations.
• Build and maintain strong relationships with existing and potential customers.
• Understand customer requirements and recommend suitable solutions.
• Follow up with leads and maintain an active sales pipeline.
• 
  

Identify and generate new leads through calls, emails, and networking • Understand the client requirements and pitch the product to the customer accordingly. • Maintain good relationships with existing clients. • Schedule meetings or product demos with interested customers. • Conduct the demoes with the prospective customers either virtually or on field. • Follow up on leads and close sales deals • Achieve monthly targets • Maintain records of sales activities and customer interactions • Work closely with the sales and marketing team

looking for Business development good looking for the lead generation interested please kindly share me your interest.

Key Responsibilities:

· Generate leads and make cold calls and reference calls to arrange a meeting for discussion.

· Conduct regular visits to schools, colleges, and coaching institutes to promote EdTech products.

· Develop a growth strategy to bring financial gains and delighting clients.

· Suggest ways and means to endorse the products and services of the organization.

· Keep a close tab on the strategic moves made by the competitors.

· Maintain and manage records of sales, revenue, collections, invoices

· Build long-term association with the existing clients and prospects.

· Schedule and conduct product demos for principals, teachers, and decision-makers.

· Prepare bespoke sales contracts

· Attend conferences, exhibitions and fairs to promote the company’s offerings.

· Develop new markets and regions to promote the products and services of the organization.

· Align personal goals with the vision and key objectives of the organization.

· Maintain reports of visits, demos, and closures in CRM.

Key Attributes:

· Excellent communication skills and interpersonal skills.

· Thorough knowledge of the products and services and about the markets.

· Flair to research and keep a tab on changing trends.

· Ability to build relationships

. Good Listener.

· Absolute Professional attitude

· Effective Negotiation skills.

. Willing to travel and must possess two/four-wheeler

· Inspiring team player

· Self-motivated with a result-oriented mindset.

· A true go getter

Position: Corporate Sales Manager –

Mutual Fund Role Overview The role involves engaging with Corporate, HNI, UHNI and Retail clients to provide customized investment advisory solutions, manage key relationships, and drive business growth.

Depending on experience, the incumbent will be responsible for one or more activities related to client acquisition, surplus management, financial advisory, relationship development, and marketing of investment products.

This position requires strong client-facing abilities, strong understanding of financial products, and the capability to deliver high-quality, insights-led advisory services.

Key Responsibilities

● Understand client requirements and recommend investment products aligned with financial objectives and risk profile.

● Advise Corporate, HNI, and Retail clients on surplus fund management and portfolio suitability.

● Stay updated on financial markets, economic conditions, and investment product offerings.

● Meet corporate clients (primarily Treasury, Finance & Accounts teams), HNIs, and retail prospects to introduce SPA’s wealth and advisory services.

● Generate business leads, evaluate enquiries, and propose effective investment solutions.

● Identify and develop relationships with strategic partners to expand outreach and opportunities.

● Manage client relationships end-to-end, ensuring proactive engagement and personalized service.

● Retain and expand the existing client base through structured follow-ups and consistent value delivery.

● Ensure timely resolution of post-sales service issues and continuously explore cross sell/up-sell opportunities.

● Work closely with internal research, product, and marketing teams to develop relevant investment ideas and marketing collateral.

● Enhance SPA’s visibility and recall as a preferred wealth advisor among Asset Management Companies and Clients.

● Maintain professional conduct and ensure high service quality to meet and exceed client expectations.

Skills & Experience

● Minimum 8 years of experience in sourcing and managing HNI clients in wealth management or related financial services.

● Strong understanding of Equity and Debt Capital Markets, mutual funds, insurance, and structured investment solutions.

● Familiarity with global markets and international investment products will be an added advantage.

● High level of comfort with technology platforms, digital tools, CRM systems, and AI assisted advisory workflows.

● Excellent communication, presentation, negotiation, and relationship management skills with strong proficiency in English.

Qualifications & Certifications

● Degree in Finance with qualifications such as CA / CFA / MBA / PGDM and a strong academic background.

● Mandatory NISM / AMFI certifications.

● Certifications in FinTech, AI in Finance, Data Analytics, or Digital Wealth Management will be considered a strong bonus.

● Existing strong client relationships will be given due weight. Remuneration Compensation will be as par with the best in the industry, with an attractive performance linked variable structure.

Location: Janakpuri, New Delhi

Engage with prospective customers through calls, virtual meetings, and other communication channels. Understand customer requirements and recommend suitable solutions. Build strong relationships with potential customers and address their queries effectively. Follow up with leads and convert them into successful sales. Meet and exceed individual sales targets and performance metrics. Maintain accurate records of customer interactions and sales activities in CRM systems. Collaborate with internal teams to ensure a seamless customer experience. Stay updated on product offerings, industry trends, and competitor activities

We are hiring a Sales Executive with 3–4 years of experience in Real Estate Sales. The candidate should have experience in the real estate/construction industry, good communication skills, and a customer-focused approach.

Qualification: Graduation / BBA / MBA

Location: Charholi

Salary: ₹30,000–₹35,000 + Incentives

Experience: 3–4 years

Client Acquisition Executive

Responsible for identifying and acquiring new clients through lead generation, outreach, calls, emails, and networking. Build and maintain client relationships, understand customer needs, handle objections, follow up with prospects, and achieve client acquisition and sales targets.

Sales Representative

We seek a skilled and driven Sales Representative who excels in a fast-paced sales environment. This

individual will contribute to the attainment of lead acquisition and conversion goals by engaging in

calls, collaborating with channel partners, visiting prospective clients in-person and generating

interest while qualifying prospects.

Responsibilities:

1. Establishing connections with company CXOs through LinkedIn, understanding their needs, and

initiating initial discussions with the relevant channel head.

2. Conducting daily calls to follow up on generated leads, both inbound and outbound, to

assess their qualification.

3. Handling both inbound and outbound calls to evaluate lead qualifications.

4. Comprehending client requirements and effectively presenting product

offerings.

5. Qualifying leads and forwarding them to the respective stakeholders.

Requirements:

1. Demonstrated expertise in handling incoming and outgoing calls.

2. 0 to 1 years of sales experience, preferably in the Fintech sector.

3. Proven track record in successful lead generation.

B2B sales experience is essential.

4. Fundamental knowledge of business banking and lending products.

5. Proficient in managing a high volume of calls daily with a strong phone

presence.

6. Familiarity with CRM systems, such as Freshworks or equivalent.

7. Exceptional verbal and written communication skills.

Effective listening and presentation capabilities.

8. Ability to multitask, prioritize, and efficiently manage time.

9. Previous experience in a financial organization is

advantageous.

Key Responsibilities Client Acquisition & Relationship Management  Acquire HNI, UHNI, Family Office, Corporate, and Affluent clients through networking, referrals, strategic partnerships, and business development initiatives.  Develop and maintain long-term relationships by delivering personalized investment advisory services.  Understand clients' financial goals, liquidity requirements, risk appetite, and investment horizons.  Recommend suitable investment opportunities across fixed-income and alternative investment products.  Build trust through proactive portfolio reviews and continuous engagement.  Ensure exceptional client experience while maintaining high retention and repeat investment rates. Investment Advisory  Advise clients on investment opportunities across: o Corporate Bonds o Secured Debt Instruments (SDIs) o Invoice Discounting o Asset Leasing o Other Alternative Investment Products  Monitor market trends, interest rates, and economic developments to provide timely investment recommendations.  Ensure investment recommendations align with clients' financial objectives and risk profiles.  Stay updated on regulatory developments impacting investment products.