We are looking for a agile and result-oriented Wealth Manager to join our team. The ideal candidate should have experience in Sales, preferably in Stock Market, Mutual Funds, or Insurance.
Key Responsibilities:
Generate new business through cold calling, networking, and referrals.
Build and maintain strong client relationships.
Understand customer financial needs and recommend suitable investment solutions.
Present and sell wealth management products and services.
Prepare proposals and close sales deals.
Achieve monthly and quarterly sales targets.
Maintain customer records in CRM.
Follow up with clients for relationship management and business growth.
Requirements:
Graduate in any discipline.
2–4 years of sales experience in Stock Market, Mutual Funds, or Insurance.
Excellent communication and negotiation skills.
+91-XXXXXXXXXX
Target-driven with strong client handling abilities.
Salary: ₹40,000 – ₹60,000 per month
Location: Mayur Vihar, Delhi
Immediate Joiners Preferred. �
Job Type: Permanent
Pay: ₹40,000.00 - ₹50,000.00 per month
Work Location: In person
📌 Wealth Relationship Manager (India)
🏢 Blue Oranges Studio
📍 India
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