Identify and reach out to potential clients across multiple industries.
Assist in building and maintaining strong client relationships.
Understand client needs and support the delivery of financial solutions.
Schedule and participate in meetings with clients to present products and services.
Support the sales team in preparing proposals, presentations, and documentation.
Track sales activities, leads, and client interactions using CRM systems.
Collaborate with internal teams to ensure smooth client onboarding and service delivery.
Meet assigned sales targets and support overall business growth initiatives.
Bachelor’s degree in Business, Marketing, Finance, or a related field (preferred).
0–2 years of sales experience; internships or entry-level experience is acceptable.
Strong communication, interpersonal, and negotiation skills.
Ability to engage with clients from different industries and understand their business needs.
Eagerness to learn and grow in a sales-focused environment.
Self-motivated, proactive, and able to work independently as well as in a team.
Basic knowledge of financial services is a plus but not mandatory.