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WAY 2 WEALTH INVESTMENT CONSULTANCY PRIVATE LIMITED

Sales Specialist

WAY 2 WEALTH INVESTMENT CONSULTANCY PRIVATE LIMITED

Posted

yesterday

Bengaluru, Karnataka, India

Onsite

INR 30K

Full Time

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Industry

Sema

Sema Summary

The Sales Specialist at WAY 2 WEALTH INVESTMENT CONSULTANCY is responsible for driving sales and developing client relationships. The role involves meeting potential clients to discuss investment opportunities and presenting tailored financial solutions. Ideal candidates should have a strong sales background with a focus on delivering excellent customer service. This position requires effective communication and negotiation skills, making it ideal for professionals looking to grow in the financial consulting sector. It is a full-time, on-site role based in Bengaluru, Karnataka.

About Company

WAY 2 WEALTH INVESTMENT CONSULTANCY specializes in providing financial and investment consulting services. They aim to help individuals and businesses achieve their financial goals through tailored investment solutions.

Core Requirements

  • Bachelor's degree in Finance or related field
  • Strong communication skills
  • Proven track record in sales
  • Customer service orientation
  • Ability to analyze market trends

Responsibilities

  • Develop and maintain client relationships
  • Identify potential clients for investment opportunities
  • Conduct sales presentations and meetings
  • Analyze market trends to recommend products
  • Collaborate with the consultancy team for strategies
  • Prepare sales reports and metrics
  • Support clients in achieving their financial goals

Must Have skills

Sales skillsCommunicationCustomer serviceMarket analysisPresentation skills

Nice To Have Skills

Financial acumenNegotiation skillsCRM softwareNetworking skillsAnalytical skills

Tools Knowledge Requried

CRM softwareMS OfficePresentation tools

Job Keywords

SalesInvestmentConsultancyFinanceClient Relations

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