Sales Executive

Sykes & Ray Equities (I) Ltd.; Mumbai; On-site; INR 300,000 - 520,000; Full time

Job summary

Sykes & Ray Equities (I) Ltd. in Mumbai is seeking a Field Work Sales Executive to develop and manage client portfolios, build long-term relationships, and identify prospective clients to grow the customer base.

You will pitch financial products and investment solutions, meet sales targets, analyze financial data, and provide tailored advice, coordinating with clients and internal teams to ensure superior service.

Qualifications

• 1–2 years of relevant work experience.
• Strong Sales, Client Relationships and Business Development skills.
• Understanding of Financial Products and Wealth Management concepts.
• Good analytical, market research, problem-solving and decision-making abilities.
• Excellent communication, interpersonal, and negotiation skills.
• Experience with financial tools and CRM platforms is advantageous.
• Bachelor’s degree in Finance, Business Admin, Commerce or related field.

Responsibilities

• Identify and approach potential corporate clients through calls, emails and other channels.
• Introduce financial products/services and generate interest for seminars.
• Schedule and confirm appointments for seminars and client meetings.
• Maintain and update the client database (CRM) with accurate information.
• Coordinate with sales and event teams to ensure smooth seminars and meetings.
• Follow up with prospects to nurture leads and support closures.
• Achieve daily, weekly and monthly outreach and appointment targets.

Skills

Sales

Client relationships

Business development

Analytical skills

Market research

Problem-solving

Decision making

Communication

Interpersonal skills

Negotiation

Education

Bachelor's degree in Finance, Business Administration, Commerce, or related field

Tools

CRM platforms

Job description

This is a full-time, Field Work Sales Executive role based in Mumbai. The Sales Executive will be responsible for developing and managing client portfolios, building and maintaining long-term relationships, and identifying prospective clients to expand the company’s customer base. Primary responsibilities include pitching financial products and investment solutions, meeting sales targets, analyzing financial data, and providing tailored advice to meet client goals. The role requires regular collaboration with clients and teams to ensure superior service and client satisfaction.

Key Responsibilities:

• Identify and approach potential corporate clients through phone calls, emails, and other communication channels.
• Introduce the company’s financial products and services, and generate interest in attending our financial awareness seminars.
• Schedule and confirm appointments for corporate seminars and client meetings.
• Maintain and update the client database (CRM) with accurate information.
• Coordinate with the sales and event teams to ensure smooth execution of seminars and meetings.
• Follow up with prospects to nurture leads and support the sales closure process.
• Achieve daily, weekly, and monthly outreach and appointment-setting targets.

Qualifications

• Should have 1-2 years of relevant work experience.
• Proven skills in Sales, Client Relationships, and Business Development
• Understanding of Financial Products, Investment Solutions, and Wealth Management
• Strong Analytical Skills, Market Research, Problem-Solving, and Decision-Making Abilities
• Excellent Communication, Interpersonal, and Negotiation Skills
• Proficiency in financial tools and technology, including CRM platforms, is advantageous
• Bachelor's degree in Finance, Business Administration, Commerce, or a related field
• Experience in the financial services sector or previous sales roles is desirable
• Ability to adapt to a fast-paced environment and meet performance benchmarks