Identify and generate leads through networking, cold calling, and other channels.
Understand client financial goals and offer tailored investment and wealth management solutions.
Build long-term relationships with clients by providing exceptional service and regular follow-ups.
Meet and exceed monthly/quarterly sales targets and contribute to company growth.
Maintain records of sales activity, client interactions, and feedback in CRM tools.
Collaborate with the internal team to improve product offerings and client experience.
Stay updated with industry trends, competitor analysis, and market dynamics.
Requirements:
Minimum 4 years of experience in sales, preferably in financial services, wealth management, or insurance.
Strong communication, presentation, and interpersonal skills.
Ability to build trust and long-term relationships with clients.
Proven track record of achieving and exceeding sales targets.
Bachelor's degree in Business, Finance, or a related field is preferred.
Perks & Benefits:
Competitive fixed salary with incentives
Professional development and training opportunities
Supportive and collaborative work culture
Opportunity to grow within the company
How to Apply:
If you're a driven sales professional ready to make a difference in clients' financial journeys, send your resume to 96677 52800.
Job Types: Full-time, Permanent
Pay: ?25,000.00 - ?40,000.00 per month
Compensation Package:
Performance bonus
Schedule:
Day shift
Work Location: In person
Speak with the employer
+91 9667752800
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