Financial Sales Executive

About Recoversy

Recoversy is a financial consultancy specialising in identifying and recovering unclaimed and forgotten financial assets.

We operate afirst-of-its-kind unclaimed asset search platform, helping individuals discover and recover investments held under their name.

Role Overview

We are looking for aSales Executiveto managesales calls, client consultations, and service onboarding.

This role involves understanding client needs, explaining Recoversys services clearly, and converting qualified enquiries into clients.

This is aconsultative sales rolewhere trust, clarity, and long-term client relationships matter.

Key Responsibilities

• Handle inbound and outbound sales calls from platform and marketing leads
• Understand client cases and explain Recoversys services, process, and fees
• Qualify leads and convert suitable prospects into clients
• Guide clients on next steps and coordinate smooth handover to the operations team
• Maintain call records, follow-ups, and basic CRM updates
• Work closely with internal teams to ensure accurate client communication

Skills & Qualifications

• Strong verbal communication skills
• Basic understanding of finance, investments, or capital markets (mandatory)
• Ability to build rapport and trust with clients
• Good follow-up and time-management skills
• Prior experience in sales, financial services, or inside sales is preferred

Compensation & Growth

• Fixed CTC(commensurate with experience)
• Performance-based incentiveslinked to successful client conversions
• Clear and transparent incentive structure
• Opportunity forrole and compensation growthbased on performance

Why Join Recoversy

• Work in a niche and growing segment of financial services
• Advisory-led sales model with high client trust
• Stable fixed pay with upside linked to performance
• Long-term growth opportunity with a growing organisation