Cognus Technology→
Sales Executive at Cognus Technology in Udaipur, Rajasthan, IN
Skills
Job Description
Job Summary
We are looking for an experienced and result-oriented Sales Executive to manage and drive a sales team in the SIP/Mutual Fund investment domain. The ideal candidate should have strong team-handling, sales, customer relationships, and leadership skills, along with a good understanding of SIPs and investment products.
Key Responsibilities
- Drive mutual fund sales, SIP registrations, and customer acquisition.
- Manage leads, follow-ups, conversions, and customer onboarding.
- Handle key customers and support the team in closing high-value leads.
- Develop strategies to improve sales conversion and team productivity.
- Maintain daily/weekly/monthly sales reports and performance dashboards.
- Build and maintain strong customer relationships for long-term investments.
Requirements
Requirements
- 2–3 years of experience in Mutual Funds, Wealth Management, Financial Services, Banking, Insurance, or FinTech.
- Proven track record of achieving sales targets.
- Strong communication, negotiation, convincing, and closing skills.
- Good understanding of Mutual Funds, SIPs, and investment products.
- Strong customer relationship and team management skills.
About MySIPonline
MySIPonline is a digital investment platform focused on helping individuals make informed investment decisions through MutualFunds, SIPs, and other investment solutions. The platform aims to simplify the investment journey by providing accessible investment options, customer support, and technology-enabled solutions. As part of the sales team, you will have the opportunity to work in the growing fintech andinvestment services industry and contribute to customer acquisition and business growth.