Sales Co-ordinator - Wealth Management

Sales Co-ordinator - Wealth Management

1 Nos.
14873
Full Time
0 To 2.0 Year(s)
1.44 LPA TO 1.80 LPA
Accounts / Finance / Tax / CS / Audit
Banking/Financial Services
Job Description:

 

  • Maintaining total sales at or above quota.
  • Identifying new opportunities within the designated territory.
  • Establishing appointments with senior level executives of these organizations.
  • Staying current with industry news and issues to understand the potential impact to your current prospects for fine new opportunities.
  • Coordinating and providing sales demonstrations.
  • Following up to negotiate contract terms and pricing.
  • Maintaining focused approach to daily sales activity pipelines and systems based workflow 
  • Securing the executed contract and coordinating the transition of new clients to the Relationship Management group.
  • Developing industry specific knowledge necessary to have credible diagnostic conversations.
  • Engaging in team selling to strategic accounts in conjunction with Sales Executives in other industries or Account Managers in existing accounts.

 

 

  • 0-2 years of relevant industry experience and a consistent record in consultative sales.
  • Strong communication, organization, presentation and negotiation skills.
  • Analytical capabilities in the areas of credit risk, financial modeling and valuation analysis is desirable.
  • Confidence in cold calling and dealing with C-Level executives over the phone and in person.
  • Must have experience holding a new business sales quota.
Company Profile

One of --- fastest growing --- Advisors company in Ahmedabad. Dealing with rich and HNI clients. 

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