Financial Products Sales
Financial Products Sales
Posted on :
23-08-2024
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1 Vacancy
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Job Description
Financial Products Sales Executive
Apply only through the application form; other submissions risk being ignored even if sent to senior team members as our leadership team reviews applications daily.
Location: Mahalakshmi Mumbai
About Winvesta
Winvesta is a rapidly growing fintech company on a mission to make crossborder payments and investing hasslefree and affordable for customers across India and the world. With its flagship product the GlobalCurrency Account Winvesta empowers individuals and businesses to conduct transactions on an international scale effortlessly.
Winvesta was founded by Swastik Nigam an IIMA graduate and former Director at Deutsche Bank London. He has 15 years of financial services experience in equities ETFs fixed income currencies and complex regulatory banking issues.
Winvesta has earned numerous accreditations in its young tenure including:
- Best Payment Solution 2023: BW Fintech Awards
- Best Emerging Fintech 2023: Bharat Fintech Summit
- FinTech Company of the Year 2020 for the Asia Pacific by Barclays Entrepreneur.
- It is also a part of the prestigious London Mayor s International Business
Program.
- The company was also part of the Fintech Acceleration programs by Natwest and Hogan Lovells.
You can learn more about Winvesta on the Company Website.
The Role
We are seeking a talented and experienced Presales Executive to join our team
Job Title: Financial Products Sales Executive
Location: Mahalakshmi Mumbai
Experience: 04 years
Winvesta is a rapidly growing fintech company on a mission to make crossborder payments and investment hasslefree and affordable for Indians. Were looking for a talented and ambitious PreSales Executive to join our team!.
In this role you will be responsible for supporting the sales team in generating new leads qualifying new prospects nurturing and onboarding them and educating potential clients about our products and services. You will also be responsible for collaborating on sales strategies to drive business growth.
The ideal candidate should be customercentric enjoy interacting and engaging with clients possess excellent communication skills can multitask well and be keen to work in a challenging and dynamic environment.
You must demonstrate a constant curiosity and willingness to push your boundaries.
Responsibilities:
- Qualify leads by understanding their needs and demonstrate how our products/services can help them.
- Educate potential clients on our products/services and how they can benefit their business or personal finance needs.
- Manage and nurture a lead pipeline to ensure prompt followup and closure.
- Conduct market research represent the company at industry events and gatherings to identify potential leads and opportunities.
- Collaborate with the sales team to develop customized sales pitches and presentations.
- Build and maintain a strong working relationship with clients by engaging with them through phone calls chat and email to provide excellent support and assistance.
- Address customer inquiries promptly and professionally and collaborate with other teams to handle complex queries ensuring a seamless customer experience.
- Proactively identify opportunities to enhance customer success and provide solutions that meet their needs including identifying opportunities to upsell/crosssell to existing clients.
- Maintain a regular feedback loop with product and design teams to convey client feedback and recommendations for product improvement
- Maintain accurate and uptodate customer records using our CRM system.
Requirements
- 04 years of experience in a similar role.
- Excellent communication skills especially in English both verbal and written
- Confident and persuasive with the ability to close sales.
- Interest in speaking with customers and empathy to help resolve their issues
- Ability to handle objections and escalations
- Ability to multitask and prioritize tasks effectively.
- Selfmotivated with a strong drive
- Ability to adapt to a fastpaced environment.
- Professional and friendly demeanor.
These requirements are mere indications. If youre eager to learn motivated and have a positive attitude wed love to talk!
At Winvesta you will build a global team of professionals who bring their deep expertise and a breadth of international experience in financial services.
If you are a motivated and proactive individual looking to kickstart your career in sales also looking to join a highgrowth cross border firm we would love to hear from you. Apply today and be a part of our team dedicated to delivering customer delight!
Winvesta has created numerous firsts in Indian fintech. You will be a vital part of creating many more.
Are you hungry to take on this challenge
What are you waiting for
sales strategy,inbound lead generation,lead qualification,financial services,relationship management,crm management,client relationship management,customer support,customer,upselling,communication,cross selling,pre-sales,communication skills,market research,sales,customer engagement,multitasking
Employment Type
Full Time
Key Skills
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