Job Description
Financial Products Sales Executive
Apply only through the application form; other submissions risk being ignored, even if sent to senior team members, as our leadership team reviews applications daily.
Location: Mahalakshmi, Mumbai
About Winvesta
Winvesta is a rapidly growing fintech company on a mission to make cross-border payments and investing hassle-free and affordable for customers across India and the world. With its flagship product, the Global-Currency Account, Winvesta empowers individuals and businesses to conduct transactions on an international scale effortlessly.
Winvesta was founded by Swastik Nigam, an IIM-A graduate and former Director at Deutsche Bank, London. He has 15 years of financial services experience in equities, ETFs, fixed income, currencies, and complex regulatory banking issues.
Winvesta has earned numerous accreditations in its young tenure, including:
• Best Payment Solution 2023: BW Fintech Awards
• Best Emerging Fintech 2023: Bharat Fintech Summit
• FinTech Company of the Year 2020 for the Asia Pacific by Barclays Entrepreneur.
• It is also a part of the prestigious London Mayor’s International Business
Program.
• The company was also part of the Fintech Acceleration programs by Natwest and Hogan Lovells.
You can learn more about Winvesta on the Company Website.
The Role
We are seeking a talented and experienced Pre-sales Executive to join our team
Job Title: Financial Products Sales Executive
Location: Mahalakshmi, Mumbai
Experience: 0-4 years
Winvesta is a rapidly growing fintech company on a mission to make cross-border payments and investment hassle-free and affordable for Indians. We're looking for a talented and ambitious Pre-Sales Executive to join our team.
In this role, you will be responsible for supporting the sales team in generating new leads, qualifying new prospects , nurturing and onboarding them and educating potential clients about our products and services. You will also be responsible for collaborating on sales strategies to drive business growth.
The ideal candidate should be customer-centric, enjoy interacting and engaging with clients, possess excellent communication skills, can multitask well, and be keen to work in a challenging and dynamic environment.
You must demonstrate a constant curiosity and willingness to push your boundaries.
Responsibilities:
• Qualify leads by understanding their needs and demonstrate how our products/services can help them.
• Educate potential clients on our products/services and how they can benefit their business or personal finance needs.
• Manage and nurture a lead pipeline to ensure prompt follow-up and closure.
• Conduct market research, represent the company at industry events and gatherings to identify potential leads and opportunities.
• Collaborate with the sales team to develop customized sales pitches and presentations.
• Build and maintain a strong working relationship with clients by engaging with them through phone calls, chat, and email to provide excellent support and assistance.
• Address customer inquiries promptly and professionally and collaborate with other teams to handle complex queries, ensuring a seamless customer experience.
• Proactively identify opportunities to enhance customer success and provide solutions that meet their needs, including identifying opportunities to upsell/cross-sell to existing clients.
• Maintain a regular feedback loop with product and design teams to convey client feedback and recommendations for product improvement
• Maintain accurate and up-to-date customer records using our CRM system.
Requirements
• 0-4 years of experience in a similar role.
• Excellent communication skills, especially in English, both verbal and written
• Confident and persuasive with the ability to close sales.
• Interest in speaking with customers and empathy to help resolve their issues
• Ability to handle objections and escalations
• Ability to multitask and prioritize tasks effectively.
• Self-motivated with a strong drive
• Ability to adapt to a fast-paced environment.
• Professional and friendly demeanor.
These requirements are mere indications. If you're eager to learn, motivated and have a positive attitude, we'd love to talk
At Winvesta, you will build a global team of professionals who bring their deep expertise and a breadth of international experience in financial services.
If you are a motivated and proactive individual looking to kickstart your career in sales also looking to join a high-growth cross border firm, we would love to hear from you. Apply today and be a part of our team dedicated to delivering customer delight
Winvesta has created numerous firsts in Indian fintech. You will be a vital part of creating many more.
Are you hungry to take on this challenge?
What are you waiting for?
Apply only through the application form; other submissions risk being ignored, even if sent to senior team members, as our leadership team reviews applications daily.
Location: Mahalakshmi, Mumbai
About Winvesta
Winvesta is a rapidly growing fintech company on a mission to make cross-border payments and investing hassle-free and affordable for customers across India and the world. With its flagship product, the Global-Currency Account, Winvesta empowers individuals and businesses to conduct transactions on an international scale effortlessly.
Winvesta was founded by Swastik Nigam, an IIM-A graduate and former Director at Deutsche Bank, London. He has 15 years of financial services experience in equities, ETFs, fixed income, currencies, and complex regulatory banking issues.
Winvesta has earned numerous accreditations in its young tenure, including:
• Best Payment Solution 2023: BW Fintech Awards
• Best Emerging Fintech 2023: Bharat Fintech Summit
• FinTech Company of the Year 2020 for the Asia Pacific by Barclays Entrepreneur.
• It is also a part of the prestigious London Mayor’s International Business
Program.
• The company was also part of the Fintech Acceleration programs by Natwest and Hogan Lovells.
You can learn more about Winvesta on the Company Website.
The Role
We are seeking a talented and experienced Pre-sales Executive to join our team
Job Title: Financial Products Sales Executive
Location: Mahalakshmi, Mumbai
Experience: 0-4 years
Winvesta is a rapidly growing fintech company on a mission to make cross-border payments and investment hassle-free and affordable for Indians. We're looking for a talented and ambitious Pre-Sales Executive to join our team.
In this role, you will be responsible for supporting the sales team in generating new leads, qualifying new prospects , nurturing and onboarding them and educating potential clients about our products and services. You will also be responsible for collaborating on sales strategies to drive business growth.
The ideal candidate should be customer-centric, enjoy interacting and engaging with clients, possess excellent communication skills, can multitask well, and be keen to work in a challenging and dynamic environment.
You must demonstrate a constant curiosity and willingness to push your boundaries.
Responsibilities:
• Qualify leads by understanding their needs and demonstrate how our products/services can help them.
• Educate potential clients on our products/services and how they can benefit their business or personal finance needs.
• Manage and nurture a lead pipeline to ensure prompt follow-up and closure.
• Conduct market research, represent the company at industry events and gatherings to identify potential leads and opportunities.
• Collaborate with the sales team to develop customized sales pitches and presentations.
• Build and maintain a strong working relationship with clients by engaging with them through phone calls, chat, and email to provide excellent support and assistance.
• Address customer inquiries promptly and professionally and collaborate with other teams to handle complex queries, ensuring a seamless customer experience.
• Proactively identify opportunities to enhance customer success and provide solutions that meet their needs, including identifying opportunities to upsell/cross-sell to existing clients.
• Maintain a regular feedback loop with product and design teams to convey client feedback and recommendations for product improvement
• Maintain accurate and up-to-date customer records using our CRM system.
Requirements
• 0-4 years of experience in a similar role.
• Excellent communication skills, especially in English, both verbal and written
• Confident and persuasive with the ability to close sales.
• Interest in speaking with customers and empathy to help resolve their issues
• Ability to handle objections and escalations
• Ability to multitask and prioritize tasks effectively.
• Self-motivated with a strong drive
• Ability to adapt to a fast-paced environment.
• Professional and friendly demeanor.
These requirements are mere indications. If you're eager to learn, motivated and have a positive attitude, we'd love to talk
At Winvesta, you will build a global team of professionals who bring their deep expertise and a breadth of international experience in financial services.
If you are a motivated and proactive individual looking to kickstart your career in sales also looking to join a high-growth cross border firm, we would love to hear from you. Apply today and be a part of our team dedicated to delivering customer delight
Winvesta has created numerous firsts in Indian fintech. You will be a vital part of creating many more.
Are you hungry to take on this challenge?
What are you waiting for?
💡 Quick Summary
Seeking a career-building opportunity? The Financial Products Sales position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.