Sales Executive

Cognus Technology Limited; Udaipur District; On-site; INR 300,000 - 520,000; Full time

Job summary

MySIPonline is seeking a dynamic Sales Executive to drive customer acquisition and generate business through Mutual Funds and SIP investment products. The role involves identifying potential customers, handling leads, making sales calls, understanding customer investment needs, and converting prospects into customers.

Strong communication, convincing, follow-up, and closing skills are essential to achieving sales targets and building lasting relationships.

Qualifications

• Excellent communication and sales skills.
• Strong ability to follow up and close sales.
• Ability to understand customer investment needs and recommend options.
• Target-oriented and self-motivated with a drive to achieve targets.
• Comfortable with outbound calling and lead conversion.
• Freshers with strong communication and sales skills may be considered.

Responsibilities

• Generate and convert leads through calling, follow-ups, and customer interactions.
• Promote and sell Mutual Funds, SIPs, and investment products.
• Achieve daily, weekly, and monthly sales targets.
• Understand customer financial requirements and recommend suitable options.
• Handle objections and close sales effectively.
• Maintain regular follow-ups with prospects and existing customers.
• Assist customers with investment onboarding and process.
• Maintain accurate leads, customers, and sales records in CRM.
• Build and maintain long-term customer relationships.

Skills

Communication

Convincing

Follow-up

Closing

Sales targets

Outbound calling

CRM

Tools

CRM software

Job description

We are looking for a dynamic and motivated SalesExecutive to drive customer acquisition and generatebusiness through the sale of Mutual Funds and SIPinvestment products . The role involves identifying potentialcustomers, handling leads, conducting sales calls, understanding customerinvestment needs, explaining suitable investment options, and convertingprospects into customers. The ideal candidate should have strong communication,convincing, follow-up, and closing skills, with a passion for achieving salestargets and building long-term customer relationships.

KeyResponsibilities

• Generate and convert leads through calling,follow-ups, and customer interactions.
  
• Promote and sell Mutual Funds, SIPs, and investmentproducts.
  
• Achieve daily, weekly, and monthly sales targets.
  
• Understand customer financial requirements andrecommend suitable investment options.
  
• Handle customer objections and effectively close sales.
  
• Maintain regular follow-ups with prospects and existingcustomers.
  
• Assist customers with the investment and onboardingprocess.
  
• Maintain accurate lead, customer, and sales records inCRM.
  
• Build and maintain long-term customer relationships.
  

Requirements

Requirements

• 1–2 years of experience in Mutual Funds, FinancialServices, Banking, Insurance, Wealth Management, or FinTech (Preferred).
  
• Freshers with strong communication and sales skills mayalso be considered.
  
• Good understanding of Mutual Funds and SIPs preferred.
  
• Excellent communication, convincing, negotiation, andclosing skills.
  
• Strong follow-up and customer-handling abilities.
  
• Target-oriented and self-motivated approach.
  
• Comfortable with outbound calling and lead conversion.
  

About MySIPonline

MySIPonline is a digital investment platform focused onhelping individuals make informed investment decisions through MutualFunds, SIPs, and other investment solutions. The platform aims tosimplify the investment journey by providing accessible investment options,customer support, and technology-enabled solutions. As part of the sales team,you will have the opportunity to work in the growing fintech andinvestment services industry and contribute to customer acquisitionand business growth.