Consultative Sales Executive

SIHO is a cutting-edge stock research and analytics firm dedicated to providing high-quality, data-driven investment insights. We leverage the latest technology, including AI, ML, and both fundamental and technical analysis, to evaluate and execute investment opportunities. Our mission is to simplify investing for India."

The Consultative Sales Executive will act as the first human touchpoint for prospective clients. The role is to understand investor concerns, build trust, organize demos/strategy calls, and guide prospects toward the right advisory plan using an empathetic and consultative selling approach.

This is NOT a pressure-selling or tip-selling role. The focus is on helping clients feel safe and confident about their investment decisions.

• Contact inbound/warm leads generated via ads, webinars, content, and referrals
• Conduct discovery conversations to understand:
• Investor experience level
• Financial goals
• Fears, objections, and past market experiences
• Qualify leads based on intent and suitability

• Schedule and confirm strategy calls or demos with qualified prospects
• Coordinate calendars, reminders, and follow-ups
• Attend or conduct demos.

• Explain SIHO Researchs advisory process clearly and honestly
• Set correct expectations (no false promises or guarantees)
• Match customers with the most suitable advisory plan
• Handle objections calmly and empathetically

• Close sales ethically and confidently
• Assist clients with onboarding and next steps
• Coordinate with research and operations teams
• Ensure a smooth and reassuring post-sale experience
  

• Strong communication and listening skills
• High empathy and emotional intelligence
• Ability to explain financial concepts in simple Hindi/English
• Consultative, relationship-first sales mindset
• High integrity and ethical approach to selling

• Experience in stock advisory, wealth management, or fintech sales
• Basic understanding of equity markets and long-term investing
• Experience handling working professionals as clients

• Aggressive or pressure-based sales professionals
• Tip-selling or guaranteed-return mindset
• People uncomfortable discussing money fears and emotions
• Target-only closers with low regard for customer trust

• Fixed salary (for stability)
• Performance-based incentives per successful onboarding
• Retention-based bonuses

• Ability to handle investor fear and objections
• Ethical decision-making in sales situations
• Communication clarity and empathy
• Long-term relationship mindset

Share your resume along with a short note explaining:

• Why you believe consultative selling is important in financial services
• Your experience dealing with trust-based or high-stakes sales