Sales Executive

JOB DESCRIPTION
Investment Consultant EV Investment & Fleet Solutions
Company: GoBabyGo (GBG)
Department: Sales & Business Development
Location: Bengaluru
Reporting To: Sales Team Lead / Sales Manager
1. Job Purpose
The Investment Consultant will be responsible for identifying, engaging, advising, and onboarding prospective investors for GBGs electric vehicle (EV) investment and fleet management solutions.
The ideal candidate should possess a fair understanding of financial concepts, investment structures, return calculations, customer financial profiles, and consultative selling techniques. The role requires the ability to understand an investors financial objectives, explain GBGs investment model clearly, address financial and commercial objections, and convert qualified prospects into investors.
The candidate must be comfortable discussing investment amounts, rental income structures, investment tenure, projected returns, capital recovery, risks, and contractual terms with prospective investors.
2. Key Responsibilities
A. Investment Consulting & Financial Understanding

• Develop a strong understanding of GBGs EV investment plans, pricing structures, rental models, investment tenure, and applicable contractual terms.
• Understand basic financial concepts, including principal investment, cash flow, monthly income, total returns, net profit, ROI, and break-even analysis.
• Calculate and explain investment scenarios based on the number of EVs purchased and the applicable investment plan.
• Understand the difference between gross returns, net returns, and actual cash flow.
• Assess the prospects investment objectives, available investment budget, expected income, investment horizon, and risk appetite.
• Explain the commercial structure, payment process, and relevant risks transparently, without making unauthorized guarantees about returns.

B. Investment Sales & Investor Acquisition

• Identify and engage high-potential investors, entrepreneurs, business owners, professionals, HNIs, and other eligible prospects.
• Conduct structured discovery calls and investor meetings to understand financial goals and investment capacity.
• Present GBGs EV investment model using financial calculations, investment comparisons, and relevant business scenarios.
• Recommend suitable investment options based on the customers stated objectives and verified product eligibility.
• Effectively communicate the business model, investment requirements, rental structure, tenure, and applicable buyback terms.
• Convert qualified leads into confirmed investors and achieve assigned monthly targets for investors onboarded and EVs sold.
• Drive upselling by identifying opportunities to increase the number of EVs per investor, where appropriate.
• Build referral networks and develop long-term relationships with investors.

C. Financial Presentation & Objection Handling

• Prepare and deliver structured investment presentations to prospective investors.
• Explain investment scenarios using calculators, spreadsheets, and financial illustrations.
• Confidently address questions regarding ROI, monthly rental income, investment recovery, vehicle deployment, operational responsibilities, and contractual commitments.
• Handle objections related to investment risk, capital safety, returns, market conditions, and the credibility of the business model.
• Distinguish between projected returns and guaranteed contractual obligations.
• Escalate complex financial, legal, taxation, or contractual questions to the appropriate internal team.
• Maintain ethical selling practices and ensure customers understand the investment structure before committing.

D. Documentation & Investor Onboarding

• Coordinate collection of investor KYC documents and required payment details.
• Ensure accurate communication of agreed investment terms to the CRM and operations teams.
• Coordinate draft agreements, payment confirmation, and onboarding milestones with the relevant departments.
• Maintain accurate lead, appointment, conversion, and investor records in the CRM or designated reporting system.
• Follow up consistently until the investor completes the required onboarding formalities.

E. Performance Management & Reporting

• Achieve monthly targets for investor acquisition, EV sales, investment value, and conversion rates.
• Maintain a healthy pipeline of qualified prospects and scheduled investor meetings.
• Track daily calls, appointments, presentations, follow-ups, closures, and pending payments.
• Provide accurate daily and weekly performance reports to the reporting manager.
• Participate in product training, financial assessment exercises, sales role-plays, and performance reviews.

3. Required Financial Knowledge
Candidates should have a working knowledge of the following:

• Basic personal finance and investment concepts.
• Investment principal, monthly income, cash flow, and capital recovery.
• ROI, percentage calculations, profit calculations, and break-even analysis.
• Understanding of investment tenure and total contractual payouts.
• Basic knowledge of financial planning, risk-return relationships, and diversification.
• Ability to use Excel or Google Sheets for investment calculations.
• Ability to explain financial information in simple, customer-friendly language.

Preferred advantage: Experience selling financial products such as insurance, mutual funds, fixed-income products, wealth management solutions, business investments, leasing products, or other investment-linked offerings.
4. Required Sales Competencies

• Consultative selling and financial needs analysis.
• Strong communication, presentation, and negotiation skills.
• Ability to build trust with investors and senior decision-makers.
• Confidence in discussing substantial investment amounts.
• Strong objection handling, follow-up discipline, and closing skills.
• Ability to explain numbers accurately and simplify complex financial concepts.
• Customer relationship management and referral generation.
• Professionalism, integrity, and a target-oriented mindset.

5. Educational Qualifications & Experience

• Graduate in Commerce, Finance, Business Administration, Economics, or a related discipline preferred.
• Candidates with other educational backgrounds may be considered if they demonstrate strong financial aptitude and relevant investment sales experience.
• Typically 25 years of experience in investment sales, financial services, wealth advisory, insurance sales, business development, or high-value consultative selling.
• Experience dealing with HNIs, entrepreneurs, business owners, or investment-oriented customers is an advantage.
• Strong numerical ability and proficiency in Excel or Google Sheets are desirable.

6. Key Performance Indicators (KPIs)
Performance will be measured against defined monthly targets, including:

1. Number of investors successfully onboarded.
2. Number of EVs sold and investment value generated.
3. Lead-to-appointment conversion rate.
4. Appointment-to-investor conversion rate.
5. Average number of EVs per investor.
6. Revenue or collections achieved, as applicable to the assigned role.
7. Follow-up effectiveness and sales pipeline management.
8. Documentation accuracy and onboarding turnaround time.
9. Customer satisfaction, ethical sales practices, and compliance.

7. Ideal Candidate Profile
The ideal candidate is not merely a salesperson but a financially aware investment consultant who can understand customer needs, explain numbers confidently, establish credibility, and close investment opportunities professionally.
The candidate must be comfortable discussing investments, working with financial calculations, presenting business models, and building relationships with customers who may commit significant capital.
8. What GBG Offers

• An opportunity to work in the growing EV mobility and fleet management sector.
• Exposure to investment consulting and high-value business development.
• Performance-driven career growth and applicable incentive opportunities.
• Opportunities to develop expertise in financial selling, investor relationship management, and EV business solutions.

Success Profile: Understand the investor. Explain the numbers. Build trust. Present the right solution. Convert with confidence.

For GBG, I recommend assessing every candidate on these five areas before selection.

Assessment areaWeightFinancial knowledge and numerical aptitude25%Investment sales experience25%Communication and investor presentation20%Objection handling and closing ability20%Ethics, transparency and compliance10%Total100%