Job Description

Role Overview:

We are looking for a dynamic and motivated

Sales Associate

to join our team. The ideal candidate will be responsible for identifying and engaging with potential clients, generating qualified leads, and scheduling meetings for senior wealth advisors. This is a high-impact role for someone who enjoys networking, financial markets, and helping people achieve their financial goals.

Key Responsibilities:

Identify and research prospective clients (HNIs, professionals, business owners, corporate employees, etc.). Reach out to prospects via

calls, emails, LinkedIn, and networking events

. Educate potential clients about our financial products and services at a high level.

Fix appointments

for meetings with senior advisors and wealth managers. Maintain and update the

CRM

with accurate client data and progress status. Support marketing campaigns and client acquisition initiatives. Collaborate with the advisory team to ensure seamless onboarding and relationship management.

What We're Looking For

Bachelor's degree (Commerce, Finance, Business, or related field preferred). 0-3 years of experience in sales, business development, or financial services. Strong communication and interpersonal skills. Self-motivated, confident, and target-driven. Comfortable with outreach via phone and digital channels. Two-Wheeler (Mandatory)
Job Type: Full-time

Pay: ?20,000.00 - ?25,000.00 per month

Benefits:

Cell phone reimbursement Health insurance
Work Location: In person