About us :

- Pi is an AI-native Fintech startup building ML platforms for financial advisory and wealth management. Founded by a former Investment Banker (IIT/IIM/CFA- ) with over a decade of experience.

Location : Mumbai (Work From Office)

Key Responsibilities :

1. Utilize various channels such as email outreach, cold calling, social media, and networking events to generate leads and opportunities.

2. Conduct proactive follow-ups with leads and prospects to nurture relationships and move them through the sales funnel.

3. Collaborate with marketing teams to create targeted campaigns, promotional materials, and sales collateral to attract new clients and expand our client base.

4. Analyze sales data and performance metrics to gather user insights and identify areas for optimizing the sales process for increased efficiency and effectiveness.

5. Stay updated on industry trends, market developments, and competitor activities to identify new opportunities and stay ahead of the competition.

6. Work closely with financial advisors and investment professionals to understand client needs and develop tailored solutions to meet their financial objectives.

7.Provide regular reports and updates on sales activities, pipeline status, and performance against targets to management.

Qualifications :

1. Bachelor's degree in Business, Finance, Marketing, or related field.

2. Proven track record of success in sales roles within the financial services industry, with a focus on asset management.

3. Strong understanding of financial products, investment strategies, and wealth management principles.

4. Excellent communication and interpersonal skills, with the ability to build rapport and influence decision-making.

5. Strategic thinker with the ability to develop and execute innovative sales strategies and campaigns.

6. Results-oriented mindset with a passion for achieving targets and driving revenue growth.

7. Ability to work independently and collaboratively in a fast-paced, dynamic environment.

8. Proficiency in CRM software, Microsoft Office Suite, and sales analytics tools.