Job Description

About Us:

We are a dynamic wealth creation firm helping individuals and businesses build and manage wealth through personalized financial strategies. From mutual funds to alternative investments, we focus on long-term value creation and trusted advisory.

Key Responsibilities:

Identify and onboard new clients through networking, cold calling, and client referrals Pitch wealth creation solutions including mutual funds, insurance, PMS, and other financial products Build and nurture long-term relationships with clients by understanding their financial goals Maintain regular communication with existing clients for upselling and cross-selling Track and achieve monthly/quarterly sales targets Stay updated on industry trends, product knowledge, and market developments Maintain accurate records of leads, conversions, and client feedback using CRM tools Ability to understand client needs and offer suitable investment products Basic understanding of mutual funds, insurance, and capital markets Excellent communication and interpersonal skills
What We Offer:

Performance-based incentives and bonuses A collaborative and entrepreneurial work environment Continuous learning opportunities and product training Opportunity to grow with a fast-scaling wealth advisory firm
Job Types: Full-time, Permanent

Pay: ₹25,000.00 - ₹35,000.00 per month

Schedule:

Day shift
Supplemental Pay:

Performance bonus
Language:

English (Preferred)
Work Location: In person