Sales Executive

Investifive Pvt. Ltd. is a premier wealth management company focused on creating purpose-driven financial strategies. Guided by a client-first and research-based philosophy, we specialize in building portfolios that balance growth, security, and legacy. Utilizing our proprietary SQGR Framework (Steady, Quality, Growth, Returns), we ensure robust and long-term financial solutions. With over 70 years of collective experience spanning banking, broking, research, and infrastructure, our team delivers ethical, insightful, and innovative wealth management services. We are committed to empowering retail, HNI, and institutional investors with equal care and dedication.

We are currently seeking a motivated Sales Executive to join our team in Pune. This is a full-time, on-site role, requiring proactive engagement with potential clients to promote our wealth management services. The Sales Executive will focus on identifying and nurturing client leads, presenting customized financial products, building strong relationships, and achieving sales targets. Additional responsibilities include conducting market research, maintaining accurate sales records, and ensuring exceptional client satisfaction through consistent communication and support.

• Strong sales, negotiation, and business development skills
• Exceptional communication and interpersonal skills
• Ability to research, analyze market trends, and identify customer needs
• Organizational skills to manage client relationships and sales activities effectively
• Proficiency in using CRM systems and sales tools
• Familiarity with wealth management, financial products, or related industries is preferred
• Bachelor's degree in Business Administration, Finance, Marketing, or a related field
• Ability to work independently and meet sales targets
• Experience in client acquisition and relationship management is highly desirable