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Financial Advisor

Venture Smarter
Remote ₹3-8 LPA Posted 17 Oct 2025
FULL TIME
Ms Office
Excel
Crm Systems
Salesforce

Job Description

Job Summary:

We are seeking an experienced Sales Executive with a strong background in finance, business, or consulting. The role involves driving sales, managing client relationships, and delivering tailored financial solutions to meet client needs.

Key Responsibilities:

  • Identify and pursue new business opportunities in finance and related sectors
  • Build and maintain strong client relationships
  • Present, negotiate, and close deals effectively
  • Analyze client requirements and recommend appropriate financial products or services
  • Collaborate with internal teams to ensure client satisfaction and seamless service delivery
  • Track sales performance and provide reports to management
  • Stay updated on industry trends, competitors, and financial solutions

Qualifications:

  • Bachelor's degree in Finance, Economics, Business, or related field
  • Minimum 5 years of sales experience, preferably in tech or consulting
  • Strong analytical and problem-solving skills
  • In-depth knowledge of financial products and services
  • Excellent communication, presentation, and negotiation abilities
  • Proficiency in financial software and tools
  • High integrity, professionalism, and results-driven mindset

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