Financial Products Sales

Financial Products Sales Executive

Apply only through the application form; other submissions risk being ignored, even if sent to senior team members, as our leadership team reviews applications daily.

Location: Mahalakshmi, Mumbai

About Winvesta


Winvesta was founded by Swastik Nigam, an IIM-A graduate and former Director at Deutsche Bank, London. He has 15 years of financial services experience in equities, ETFs, fixed income, currencies, and complex regulatory banking issues.

Winvesta has earned numerous accreditations in its young tenure, including:
 Best Emerging Fintech 2023: Bharat Fintech Summit
 FinTech Company of the Year 2020 for the Asia Pacific by Barclays Entrepreneur.
 It is also a part of the prestigious London Mayors International Business

Program.
 The company was also part of the Fintech Acceleration programs by Natwest and Hogan Lovells.

You can learn more about Winvesta on the Company Website.

The Role

We are seeking a talented and experienced Pre-sales Executive to join our team

Job Title: Financial Products Sales Executive

Location: Mahalakshmi, Mumbai

Experience: 0-4 years


In this role, you will be responsible for supporting the sales team in generating new leads, qualifying new prospects , nurturing and onboarding them and educating potential clients about our products and services. You will also be responsible for collaborating on sales strategies to drive business growth.

The ideal candidate should be customer-centric, enjoy interacting and engaging with clients, possess excellent communication skills, can multitask well, and be keen to work in a challenging and dynamic environment.

You must demonstrate a constant curiosity and willingness to push your boundaries.

Responsibilities
 Qualify leads by understanding their needs and demonstrate how our products/services can help them.
 Educate potential clients on our products/services and how they can benefit their business or personal finance needs.
 Manage and nurture a lead pipeline to ensure prompt follow-up and closure.
 Conduct market research, represent the company at industry events and gatherings to identify potential leads and opportunities.
 Collaborate with the sales team to develop customized sales pitches and presentations.
 Build and maintain a strong working relationship with clients by engaging with them through phone calls, chat, and email to provide excellent support and assistance.
 Address customer inquiries promptly and professionally and collaborate with other teams to handle complex queries, ensuring a seamless customer experience.
 Proactively identify opportunities to enhance customer success and provide solutions that meet their needs, including identifying opportunities to upsell/cross-sell to existing clients.
 Maintain a regular feedback loop with product and design teams to convey client feedback and recommendations for product improvement
 Maintain accurate and up-to-date customer records using our CRM system.

Requirements
 0-4 years of experience in a similar role.
 Excellent communication skills, especially in English, both verbal and written
 Confident and persuasive with the ability to close sales.
 Interest in speaking with customers and empathy to help resolve their issues
 Ability to handle objections and escalations
 Ability to multitask and prioritize tasks effectively.
 Self-motivated with a strong drive
 Ability to adapt to a fast-paced environment.
 Professional and friendly demeanor.

These requirements are mere indications. If you're eager to learn, motivated and have a positive attitude, we'd love to talk!

At Winvesta, you will build a global team of professionals who bring their deep expertise and a breadth of international experience in financial services.

If you are a motivated and proactive individual looking to kickstart your career in sales also looking to join a high-growth cross border firm, we would love to hear from you. Apply today and be a part of our team dedicated to delivering customer delight!

Winvesta has created numerous firsts in Indian fintech. You will be a vital part of creating many more.

Are you hungry to take on this challenge 

What are you waiting for 

Skills: customer support,customer engagement,upselling,communication skills,sales,market research,lead qualification,multitasking,client relationship management,pre-sales,inbound lead generation,sales strategy,cross selling,customer,communication,crm management,financial services,