The Role
Generate and convert institutional sales opportunities in financial services by leveraging industry networks, managing client relationships, presenting solutions, and expanding targeted regional markets. The executive will develop business plans, collaborate with product, marketing, and technology teams, represent the company at external events, track prospects, support clients throughout the sales cycle, and lead teams toward KPI targets.
Summary Generated by Built In
Language: English & Hindi (Mandatory)
Brief:
We are seeking a highly motivated and results-driven Institutional Sales Executive to join our dynamic team. The role involves expanding our client base and growing our institutional products and services. The ideal candidate will have a strong background in financial services sales, a deep understanding of capital and financial markets, and the ability to build and maintain strong relationships with institutional clients.
Key Responsibilities:
- Stay ahead of industry developments and apply best practices for continuous improvement.
- Generate leads through personal networks and networking events.
- Provide excellent customer service throughout the entire sales cycle.
- Prepare strategic business plans for the targeted region.
- Collaborate with various departments including product, marketing, and technology teams.
- Stay updated with industry trends and developments.
- Represent the company at expos and external meetings.
- Engage with prospective clients through emails, social media, and telephone.
- Maintain an organized database of clients and prospects, providing ongoing support.
Requirements
Requirements:
- Minimum of 5+ years of experience in a B2B role within the financial services industry.
- Strong interpersonal skills with a sales-oriented personality, capable of maintaining client interest and closing deals.
- Extensive B2B connections and an existing network within the industry.
- Experience in selling payment solutions, liquidity, or technology to brokers is an asset.
- Strong analytical and multitasking skills.
- Well-organized and detail-oriented with the ability to track and report progress on multiple fronts.
- Proficiency with MS Office Suite.
- Ability to adapt to rapidly changing environments and processes.
- Basic troubleshooting skills are preferred.
- Strong client-facing and communication skills.
- Entrepreneurial mindset with the ability to drive business growth.
- Experience in managing and leading a team to achieve target performance (KPI).
- Proven ability to develop and implement strategic business expansion plans.
- Excellent verbal and written communication skills, including group presentation facilitation.
- Ability to work under pressure, face constant challenges, and adapt to changes.
Preferred Qualifications:
- Experience in the online financial trading industry, including Forex, CFDs, MT4/MT5 platforms.
- Knowledge of financial markets.
Benefits
What You Can Expect from Us:
- Attractive remuneration package based on qualifications and experience (including discretionary bonuses for exceptional performance).
- Outstanding team-building experiences and corporate events.
- Extensive learning opportunities, including professional training, certifications, and soft skills development.
- Various allowances.
Application Process:
- Initial HR Screening (15 mins)
- Skills & Capabilities Online Assessment (30 mins)
- Interview with Future Manager (1 hour)
- Final Interview with Management (20 mins)
Skills Required
- English and Hindi language proficiency
- At least 5 years of B2B experience in the financial services industry
- Strong interpersonal, client-facing, written, verbal, and presentation skills
- Existing B2B network and institutional industry connections
- Sales-oriented ability to maintain client interest and close deals
- Strong analytical, multitasking, organizational, and detail-oriented skills
- Proficiency with Microsoft Office Suite
- Ability to adapt to changing environments and processes
- Entrepreneurial mindset and ability to drive business growth
- Experience managing and leading a team to achieve KPI targets
- Ability to develop and implement strategic business expansion plans
- Ability to work under pressure and handle constant challenges
- Experience selling payment solutions, liquidity, or technology to brokers
- Basic troubleshooting skills
- Experience in online financial trading, Forex, CFDs, MT4, or MT5 platforms
- Knowledge of financial markets
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The Company
What We Do
TRBITIX is an India-based workforce-solutions company focused on transforming talent management through innovation and client-centric strategies. It serves global and local enterprises with recruitment, staffing, and HR outsourcing services, helping organizations build and manage their workforces. Headquartered in Noida, Uttar Pradesh, TRBITIX supports clients nationwide and internationally across diverse hiring needs, including technology, business, sales, and other professional roles and functions.
