Wealth Manager Mutual Fund (inside Sales)

Year    KA, IN, India

Job Description

We're seeking a

proactive and client-focused Wealth Manager

to join our team. In this role, you'll engage with prospects via

WhatsApp and phone calls (no field visits)

, explain mutual fund products and platform features, qualify leads, and guide them smoothly through the sales funnel. You'll also be responsible for maintaining accurate CRM data, achieving sales targets, and ensuring high client satisfaction.

Key Responsibilities



Communicate with prospects through WhatsApp and phone calls (no in-person visits). Clearly explain mutual fund products and platform features. Qualify leads and guide them through the sales process to conversion. Keep CRM systems updated with accurate and timely information. Consistently achieve or exceed individual sales targets.

Requirements



Fluency in

English and Hindi

. Full-time availability. Strong interest in financial products, especially

mutual funds

.
Job Type: Full-time

Pay: ₹35,000.00 - ₹50,000.00 per month

Application Question(s):

Current Salary?
Work Location: In person

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Job Detail

  • Job Id
    JD4366891
  • 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