Company Description Vittae Money is a financial wellness platform that aims to bridge the gap in financial planning and practices. With a team of in-house experts, including Chartered Accounts, Accountants, and SEBI registered Financial Advisors, Vittae Money helps individuals make informed decisions on various financial fronts such as Income Tax Planning, Expense Planning, Budgeting, and overall Financial Planning. The company offers a mobile application that allows users to easily apply the best financial practices in their lives. Role Description This is a full-time on-site role for a Sales Executive located in Chennai at Vittae Money. The Sales Executive will be responsible for engaging with potential clients, promoting financial wellness solutions offered by the company, and helping individuals understand and implement best financial practices. The role involves building relationships, conducting sales presentations, and providing tailored financial advice to clients. Qualifications Sales and Marketing skills Strong communication and interpersonal skills Knowledge of financial planning and practices Ability to understand and explain complex financial concepts Experience in client relationship management Previous experience in the financial industry is a plus Bachelor's degree in Finance, Business, or related field Task 1. Mutual Fund Suitability Question: A 45-year-old client wants to invest ₹10 lakhs for 10 years but is risk-averse. Which type of mutual fund would you recommend and why? 2. Equity Market Basics Question: What does a high P/E (Price-to-Earnings) ratio generally indicate about a stock? Undervalued stock Overvalued or growth stock Low dividend yield None of the above 3. Asset Allocation Knowledge Question: How would you explain the importance of asset allocation to a first-time investor? This is your data from last quarter: • You made 150 sales calls • You had 50 meetings • You sent 80 proposals • You closed 12 deals worth a total of ₹36 lakhs • 70% of your closed deals came from just 20% of your total outreach What insights can you draw about your sales process? What will you prioritize or change in the next quarter to improve your performance? Please send your answers to
Job Title
Sales Executive