Sales Executive - High Net Worth Accounts

• Engage and follow up with prospective VIP customers through referrals, campaigns, or assigned leads.
• Support the onboarding process for new VIP customers to ensure a seamless experience.
• Maintain regular communication with existing VIP customers to ensure satisfaction and encourage loyalty.
• Collaborate with internal teams (Customer Happiness, Product, Finance) to resolve issues and deliver service excellence.
• Track and report on sales performance and customer feedback to enhance service quality.
• Handle day-to-day inquiries, requests, or complaints from VIP customers with professionalism and urgency.
• Work toward achieving individual sales targets and contributing to team goals in alignment with the VIP strategy.

• Possess a bachelor’s degree in Business, Marketing, or a related field.
• Have 1–3 years of experience in sales or customer-facing roles, preferably in financial services or with high-value clients.
• Demonstrate strong interpersonal and communication skills at an advanced level.
• Be familiar with CRM tools and reporting systems at an intermediate level.
• Exhibit a customer-first mindset and maintain a professional appearance at all times.

• Able to effectively drive sales and negotiate with high-value clients.
• Skilled in building and maintaining strong customer relationships.
• Excellent in both verbal and active listening communication.
• Highly motivated by achieving and exceeding performance targets.
• Capable of identifying and solving problems efficiently.
• Adaptable to changing environments and customer needs.
• Detail-oriented with a focus on accuracy and quality.
• Collaborative team player who contributes to group success.

Money Fellows