Financial software sales

  • Category: Software Developer Jobs
  • Location: Mumbai, Maharashtra
  • Job Type: Full Time / Part Time
  • Salary: Estimated: $ 20K to 22K
  • Published on: 2025/10/02

Role Overview As a Financial Software Sales Executive, you will be at the forefront of expanding our client base, working with financial institutions, investment advisors, family offices, and HNIs. You will drive end-to-end sales, from prospecting and demos to closing deals, ensuring an excellent client onboarding experience. Key Responsibilities Identify, prospect, and engage new clients in the finance and investment management sectors. Conduct product demonstrations / webinars tailored to client needs, addressing technical and business challenges. Build strong relationships with C-level executives, portfolio managers, and finance teams. Collaborate with the marketing and product teams to refine messaging and client feedback loops. Prepare proposals, negotiate terms, and close sales deals to meet or exceed sales targets. Maintain accurate records of sales activities, pipeline status, and client communications in CRM tools. Represent the company at industry events, webinars, and networking sessions. What We're Looking For Minimum 3+ years of B2B software sales experience (preferably in financial services, SaaS, or fintech). Strong understanding of investment management, accounting, or financial reporting processes. Travelling will be required. Excellent communication, negotiation, and interpersonal skills. Self-starter with a consultative approach and strong problem-solving skills. Comfortable managing complex sales cycles with multiple stakeholders. Experience with CRM systems (e.g., Salesforce, HubSpot) and sales tools. Bachelor's degree in Business, Finance, Marketing, or a related field. Why Join Us? Competitive base salary plus performance-based incentives. Opportunity to work in a fast-paced, innovation-driven fintech environment. Rapid career growth with leadership opportunities. Work alongside a passionate and driven team. Job Types: Full-time, Permanent Pay: ₹15,000.00 - ₹30,000.00 per month Schedule: Day shift Weekend availability Supplemental Pay: Performance bonus Work Location: In person


Company Name: iRecord InfoTech Solutions Private Limited

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