Sales Executive

Zeel Quantify, an Authorized Partner of Motilal Oswal Financial Services Ltd., is a leading financial services firm specializing in data-driven investment strategies and personalized wealth management. With over 8 years of expertise, a team of certified professionals, and a commitment to transparency and trust, Zeel Quantify offers services in equity investments, portfolio management, systematic investing, insurance solutions, and financial advisory. The company prioritizes simplifying complex financial planning through clear strategies, ongoing support, and insights informed by rigorous market research. Zeel Quantify empowers individuals and businesses to achieve long-term financial success and make well-informed investment decisions.

This is a full-time, on-site role for a Sales Executive located in Rajkot. The Sales Executive will be responsible for generating leads, nurturing client relationships, and driving sales of financial services and products. Key responsibilities include identifying and approaching potential clients, delivering tailored financial solutions, achieving sales targets, and providing ongoing support to clients. Collaboration with team members to identify opportunities and ensure client satisfaction will also be a core aspect of the role.

• Strong skills in sales, client management, and relationship building
• Knowledge of financial products, portfolio management, and investment strategies
• Effective communication and negotiation abilities
• Analytical skills and proficiency in financial data interpretation
• Proactive approach to lead generation and revenue growth
• Proficiency in using CRM tools and other business software
• Bachelor's degree in Finance, Business, or a related field
• Prior experience in sales, financial services, or advisory roles is a strong advantage