Develop and execute a sales strategy to generate volumes & revenue from family offices
Identify and qualify potential clients and establish relationships with key decision-makers
Conduct presentations and meetings with potential clients to educate them about the platform and investment products
Respond to client inquiries and resolve any issues or concerns they may have
Meet or exceed sales targets and goals on a consistent basis
Work closely with the marketing team to develop marketing materials and campaigns targeted at family offices and affluent individuals
Keep abreast of industry trends, market conditions, and competitor activities
Must Have
Proven track record of sales success, ideally in the financial services industry selling investment products to family offices and affluent individuals
Ability to manage partners and relationships
In-depth understanding of fixed income products like bonds
Strong network of family offices in India
Excellent communication and interpersonal skills
Strong presentation skills
Ability to work independently and as part of a team
Self-motivated and driven to succeed
Proficiency in Microsoft Office and CRM software
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Specialist • Greater Bengaluru Area, India
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