Sales Strategy And Planning Manager

Investra Solutions; Mumbai; On-site; INR 600,000 - 900,000; Full time

Job summary

Investra Solutions seeks a dynamic sales professional to resolve customer queries, analyze market trends, and identify new business opportunities. The role involves maintaining relationships with existing clients through telecalling and field visits, while crafting strategies to meet targets across MF, PMS, AIF, and BONDS products.

The ideal candidate will network to generate opportunities, coordinate with internal teams, and drive revenue growth in the financial services space in Mumbai.

Responsibilities

• Collaborate with internal teams to resolve customer queries and issues.
• Analyze market trends and competitor activity to inform sales decisions.
• Identify new business opportunities by networking and prospecting potential customers.
• Manage relationships with existing clients through regular telecalling and field visits.
• Develop sales strategies to achieve targets for MF, PMS, AIF & BONDS products.

Skills

Client relationship management

Telecalling

Field visits

Market analysis

Sales strategy

Job description

Roles and Responsibilities

• Collaborate with internal teams to resolve customer queries and issues.
• Analyze market trends and competitor activity to inform sales decisions.
• Identify new business opportunities by networking and prospecting potential customers.
• Manage relationships with existing clients through regular telecalling and field visits.
• Develop sales strategies to achieve targets for MF, PMS, AIF & BONDS products.