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recoversy - ease your recovery
Financial Sales Executiverecoversy - ease your recovery • Pune, India
Financial Sales Executive

Financial Sales Executive

recoversy - ease your recovery • Pune, India
30+ days ago
Job description

About Recoversy

Recoversy is a financial consultancy specialising in identifying and recovering unclaimed and forgotten financial assets.

We operate a first-of-its-kind unclaimed asset search platform, helping individuals discover and recover investments held under their name.

Role Overview

We are looking for a Sales Executive to manage sales calls, client consultations, and service onboarding.

This role involves understanding client needs, explaining Recoversy's services clearly, and converting qualified enquiries into clients.

This is a consultative sales role where trust, clarity, and long-term client relationships matter.

Key Responsibilities

  • Handle inbound and outbound sales calls from platform and marketing leads
  • Understand client cases and explain Recoversy's services, process, and fees
  • Qualify leads and convert suitable prospects into clients
  • Guide clients on next steps and coordinate smooth handover to the operations team
  • Maintain call records, follow-ups, and basic CRM updates
  • Work closely with internal teams to ensure accurate client communication

Skills & Qualifications

  • Strong verbal communication skills
  • Basic understanding of finance, investments, or capital markets (mandatory)
  • Ability to build rapport and trust with clients
  • Good follow-up and time-management skills
  • Prior experience in sales, financial services, or inside sales is preferred

Compensation & Growth

  • Fixed CTC (commensurate with experience)
  • Performance-based incentives linked to successful client conversions
  • Clear and transparent incentive structure
  • Opportunity for role and compensation growth based on performance

Why Join Recoversy

  • Work in a niche and growing segment of financial services
  • Advisory-led sales model with high client trust
  • Stable fixed pay with upside linked to performance
  • Long-term growth opportunity with a growing organisation

Skills Required
Capital Markets, Investments, Sales, Crm
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Financial Sales Executive • Pune, India

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