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Company Description RICHWEALTH SECURITIES PRIVATE LIMITED is a fund management firm based in Jamnagar, Gujarat, India. The company serves clients in the region with financial and investment-related services. Its location in a prominent commercial area supports strong relationships with Global investors and businesses. Prospective team members can expect to work in a growing organization focused on serving the needs of clients in the Global market.
Role Description The Sales Executive role is a full-time, on-site position based in Ahmedabad. The Sales Executive will identify and pursue new client opportunities, build and maintain relationships with existing clients, and present suitable financial products and services. Daily responsibilities include meeting with prospects, conducting follow-up calls, preparing proposals, and achieving assigned sales targets. The role also involves coordinating with internal teams, maintaining accurate records of interactions and transactions, and providing timely market and product information to clients. The Sales Executive is expected to represent the company professionally, support client retention, and contribute to overall business growth.
Qualifications
- Strong sales in BFSI sales and business development skills, including lead generation, client acquisition, and negotiation.
- Customer relationship management abilities, with a focus on client service, retention, and communication.
- Basic understanding of financial products, securities, or investment services; willingness to learn and stay updated on market trends.
- Proficiency in using office productivity tools and CRM or sales tracking systems.
- Excellent verbal and written communication skills in English and local languages, with a professional and clear presentation style.
- Ability to work on-site in Ahmedabad, manage time effectively, and meet performance targets.
- Bachelor’s degree in Business, Finance, Marketing, or a related field is preferred; relevant sales experience in financial services is an advantage.
- Demonstrated integrity, reliability, and a client-centric approach to sales.
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