Sales Consultant

The ideal candidate will develop relationships with key accounts to maximize revenue and client retention. You act as a consultant by developing account strategies that provide the greatest opportunities to drive revenue.

Responsibilities

• Connect with HNI customers through company-provided warm and hot leads.

• Understand the customer's investment requirements, financial objectives and preferences.

• Present and explain suitable investment opportunities and solutions as per the approved sales process.

• Build strong relationships with prospective HNI customers and provide a professional consultation experience.

• Manage the complete sales journey, from the first customer interaction through follow-ups and conversion.

• Maintain regular and timely follow-ups with interested prospects to maximize conversions.

• Achieve assigned sales and revenue targets while maintaining high standards of customer service and compliance.

• Accurately update all customer interactions, follow-ups and sales activities in the designated systems.

• Coordinate with internal teams to ensure a smooth and seamless customer onboarding and investment process.

Requirements

•Bachelor's degree or equivalent experience in Business

• Excellent communication, presentation and customer relationship management skills.

• Strong sales orientation with the ability to engage and convert high-value customers.

• Ability to understand customer requirements and confidently manage investment sales conversations.

• Self-motivated, target-driven and comfortable working in a performance-oriented environment.

• Strong follow-up and negotiation skills.

• Prior experience in investment sales, wealth management, financial services, insurance, banking or HNI customer handling will be an added advantage.