Job Description

Company Description Franforge provides smart investment solutions designed to help clients grow and manage their financial portfolios with confidence. The company focuses on clear, data-driven strategies that support both new and experienced investors. Franforge emphasizes transparency, client education, and long-term partnerships to build trust and value. Team members collaborate closely to deliver tailored recommendations and responsive service. The organization offers a professional environment where sales and investment professionals can contribute to client success and develop their careers.
Role Description The Sales Executive role at Franforge is a full-time, on-site position based in Vadodara. The Sales Executive will identify and pursue new business opportunities, build and maintain relationships with prospective and existing clients, and present Franforge's investment solutions in a clear and compelling way. Daily responsibilities include conducting client meetings, understanding client needs and risk profiles, preparing proposals, and following up on leads to close sales. The role also involves coordinating with internal teams to ensure accurate information, timely onboarding, and high-quality customer service. The Sales Executive will track sales activities, maintain CRM records, and report on performance while contributing ideas to improve sales processes and client engagement.
Qualifications

Strong sales, negotiation, and relationship-building skills, with the ability to convert leads into long-term clients.
Solid understanding of investment concepts, financial products, or a strong interest in developing expertise in this domain.
Excellent communication and presentation skills, including the ability to explain complex information in a clear, client-friendly manner.
Proficiency in basic digital tools and CRM or sales tracking software to manage pipelines and client information.
Ability to work independently, take initiative, and meet targets in a fast-paced, client-focused environment.
Bachelor's degree in Business, Finance, Marketing, or a related field, or equivalent practical experience.
Prior experience in sales, financial services, or consulting is preferred but not mandatory.
Commitment to ethical conduct, client confidentiality, and compliance with relevant regulations and company policies.