Sales Specialist

Company Description SAUDA™ is India's all-in-one platform for unlisted and pre-IPO shares, designed to offer transparent, secure, and seamless private-market investing. Backed by over 50 years of financial market expertise, SAUDA™ combines deep domain knowledge with modern technology to deliver competitive pricing, fast execution, and pan-India support. The company's mission is to make investing simple, jargon-free, and accessible for every type of investor, from students and first-time investors to seasoned professionals. Through its Android and iOS app, as well as an engaging finance-focused WhatsApp channel, SAUDA™ provides guidance, insights, and entertainment to demystify money and investing. SAUDA™ positions itself as a trusted gateway to genuine pricing, exclusive pre-IPO opportunities, and a welcoming community for everyday investors.
Role Description The Sales Specialist is a full-time hybrid role based in Delhi, India, with flexibility for partial work from home. In this position, the Sales Specialist will actively engage prospects and existing clients to promote SAUDA™s offerings in unlisted and pre-IPO shares, mutual funds, and related investment services. Day-to-day responsibilities include identifying and qualifying leads, delivering clear and informative product explanations, guiding clients through the end-to-end transaction process, and ensuring timely follow-up to support conversion and retention. The role also involves providing high-quality customer service, handling inquiries via phone, digital channels, and in-person meetings, and maintaining accurate records in CRM or sales tracking tools. The Sales Specialist will collaborate with cross-functional teams on campaigns, participate in training to stay current on market trends and platform features, and contribute feedback to improve sales processes and client experience.
Qualifications

• Candidates should possess strong Communication skills, including clear spoken and written English and Hindi, and the ability to explain financial concepts simply.
• Candidates should possess excellent Customer Service skills, such as active listening, empathy, and a solutions-focused approach to client queries and concerns.
• Candidates should possess proven Sales skills, including lead generation, consultative selling, negotiation, and closing, ideally within financial services or fintech.
• Candidates should possess Training and coaching capabilities, with the ability to educate clients about products and, where needed, support internal team learning.
• Candidates should possess basic Sales Management skills, such as pipeline tracking, forecasting, and reporting performance metrics to leadership.
• Relevant qualifications include a bachelor's degree in Business, Finance, Marketing, or a related field, or equivalent practical experience.
• Additional beneficial skills include familiarity with capital markets and investment products, comfort with digital tools and CRM systems, and strong analytical and problem-solving abilities.
• Ability to work in a hybrid