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Sales Specialist
Navkkar Sauda · Delhi · onsite · Posted 22d ago
Not disclosedFresherfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
Company Description SAUDA™ is India's all-in-one platform for unlisted and pre-IPO shares, designed to offer transparent, secure, and seamless private-market investing. Backed by over 50 years of financial market expertise, SAUDA™ combines deep domain knowledge with modern technology to deliver competitive pricing, fast execution, and pan-India support. The company's mission is to make investing simple, jargon-free, and accessible for every type of investor, from students and first-time investors to seasoned professionals. Through its Android and iOS app, as well as an engaging finance-focused WhatsApp channel, SAUDA™ provides guidance, insights, and entertainment to demystify money and investing. SAUDA™ positions itself as a trusted gateway to genuine pricing, exclusive pre-IPO opportunities, and a welcoming community for everyday investors.
Role Description The Sales Specialist is a full-time hybrid role based in Delhi, India, with flexibility for partial work from home. In this position, the Sales Specialist will actively engage prospects and existing clients to promote SAUDA™s offerings in unlisted and pre-IPO shares, mutual funds, and related investment services. Day-to-day responsibilities include identifying and qualifying leads, delivering clear and informative product explanations, guiding clients through the end-to-end transaction process, and ensuring timely follow-up to support conversion and retention. The role also involves providing high-quality customer service, handling inquiries via phone, digital channels, and in-person meetings, and maintaining accurate records in CRM or sales tracking tools. The Sales Specialist will collaborate with cross-functional teams on campaigns, participate in training to stay current on market trends and platform features, and contribute feedback to improve sales processes and client experience.
Qualifications
Role Description The Sales Specialist is a full-time hybrid role based in Delhi, India, with flexibility for partial work from home. In this position, the Sales Specialist will actively engage prospects and existing clients to promote SAUDA™s offerings in unlisted and pre-IPO shares, mutual funds, and related investment services. Day-to-day responsibilities include identifying and qualifying leads, delivering clear and informative product explanations, guiding clients through the end-to-end transaction process, and ensuring timely follow-up to support conversion and retention. The role also involves providing high-quality customer service, handling inquiries via phone, digital channels, and in-person meetings, and maintaining accurate records in CRM or sales tracking tools. The Sales Specialist will collaborate with cross-functional teams on campaigns, participate in training to stay current on market trends and platform features, and contribute feedback to improve sales processes and client experience.
Qualifications
- Candidates should possess strong Communication skills, including clear spoken and written English and Hindi, and the ability to explain financial concepts simply.
- Candidates should possess excellent Customer Service skills, such as active listening, empathy, and a solutions-focused approach to client queries and concerns.
- Candidates should possess proven Sales skills, including lead generation, consultative selling, negotiation, and closing, ideally within financial services or fintech.
- Candidates should possess Training and coaching capabilities, with the ability to educate clients about products and, where needed, support internal team learning.
- Candidates should possess basic Sales Management skills, such as pipeline tracking, forecasting, and reporting performance metrics to leadership.
- Relevant qualifications include a bachelor's degree in Business, Finance, Marketing, or a related field, or equivalent practical experience.
- Additional beneficial skills include familiarity with capital markets and investment products, comfort with digital tools and CRM systems, and strong analytical and problem-solving abilities.
- Ability to work in a hybrid
Sourced from foundit
Skills
crm systemsconsultative sellingInvestment ProductsDigital ToolsReporting & Performance MetricsnegotiationCapital MarketsPipeline trackingClosingLead GenerationForecasting