We are looking for a proven sales professional with experience in financial services, banking, insurance, or wealth management. With 2-4 years of proven sales/business development experience in wealth management, mutual funds, private banking, or life insurance.
Proactively source and acquire new clients (HNIs, professionals, business owners) through personal networks, events, referrals, and strategic outreach. Deliver compelling presentations and financial solution pitches aligned with client needs. Build strong, trust-driven relationships for long-term retention and referrals. Collaborate with the operations and advisory team for seamless client onboarding and servicing.
Excellent communication, networking, and relationship management abilities.
Competitive fixed salary + attractive performance-linked incentives.
Entrepreneurial, client-first work environment.
Job Type: Full-time
Pay: ₹35,000.00 - ₹45,000.00 per month
Experience:
B2B sales: 2 years (Required)
Wealth management: 2 years (Required)
Location:
Delhi, Delhi (Required)
Work Location: In person
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