Hiring for Well Known Wealth Management Firm in B2B sales - Mutual Funds
You will drive B2B sales of investment products like mutual funds and fixed deposits, manage client portfolios, and provide support to the platform's independent distributors.
Key Responsibilities
- Sales & Promotion: Drive growth across wealth management products, including Mutual Funds, Fixed Deposits, and Health Insurance.
- Portfolio Management: Review investment portfolios, provide market updates, and ensure clients meet their financial goals.
- Partner Support: Act as the face of the brand to Independent Financial Advisors (IFAs) and Mutual Fund Distributors (MFDs), helping them grow their businesses and AUM.
- Query Resolution: Directly resolve customer issues, technical app inquiries,
or portfolio queries
Language Preferred - Tamil, Telugu and Malayalam
Candidate having B2B sales experience in any industry and interest in wealth management products can apply for this Job. Added advantage for the candidates applying from the similar or banking background. We will connect with shortlisted candidates for the further interview process.
Pay: ₹400,000.00 - ₹600,000.00 per year
Application Question(s):
- How many years of experience you hold in B2B sales?