Sales Executive

Company Description

RS Wealth Management Pvt. Ltd., established in 2013, is a premier financial services provider and a one-stop financial supermarket for various investment options, products, and services. As a member of prominent stock exchanges such as NSE, BSE, and MCX, the company enables its clients to trade in equity, derivatives, commodities, and currencies. RS Wealth Management also offers services in mutual funds, insurance, digital signature certificates, and e-stamping. With a dedicated and skilled team of financial experts, the organization caters to a diverse clientele including corporate entities, institutions, high-net-worth individuals (HNIs), and trusts. Committed to delivering research-backed insights and personalized services, the company continually invests in professional training and development to ensure exceptional client support and success.

Role Description

RS Wealth Management is seeking a results-driven Sales Executive to join our team for a full-time, on-site position based in Mumbai. The Sales Executive will be responsible for generating leads, engaging with potential clients, presenting financial products and services, and meeting sales targets. Day-to-day activities include building strong client relationships, conducting market research, identifying growth opportunities, and providing tailored financial solutions. The role requires an in-depth understanding of our offerings and strong communication skills to effectively address client needs and promote the company's services.

Qualifications

• Sales and marketing skills, including lead generation and client relationship management.
• Experience in Demat Account sales, Mutual Fund sales, Unlisted share sales.
• Excellent communication, interpersonal, and negotiation abilities.
• Proficiency in understanding financial products like Equity, Derivatives, Commodities, and Mutual Funds.
• Ability to analyze market trends and conduct research for targeted business growth.
• Strong organizational and time-management skills to prioritize client outreach, meetings, and follow-ups.
• Experience in financial services, wealth management, or related fields is a significant advantage.
• Proficiency in using CRM tools, as well as MS Office applications.
• Bachelor's degree in Finance, Business Administration, Marketing, or a related discipline is preferred.
• Familiarity with local markets and understanding of client-specific financial goals is a plus.