Wealth Manager

Year    KA, IN, India

Job Description

We are looking for a proactive and client-focused Wealth Manager to join our team. In this role, you will connect with prospects via WhatsApp and calls (no field visits), explain mutual fund products and platform features, qualify leads, and guide them through the sales funnel. You will be responsible for keeping our CRM updated with accurate data, meeting or exceeding sales targets, and maintaining high levels of client satisfaction.

Key Responsibilities:



Connect with prospects via WhatsApp and calls (no field visits) Explain mutual fund products and platform features Qualify leads and guide them through the sales process Keep CRM updated with accurate data Consistently meet or exceed sales targets

Requirements:



Fluent in English and Hindi Full-time availability Strong interest in financial products, especially mutual funds
Job Type: Full-time

Pay: ₹30,000.00 - ₹50,000.00 per month

Application Question(s):

Current Salary?
Work Location: In person

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Job Detail

  • Job Id
    JD4075487
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    KA, IN, India
  • Education
    Not mentioned
  • Experience
    Year