ClovekWealth is a leading Investment Advisory firm dedicated to building transparent Stocks and Mutual Fund advisory solutions along with high-quality Investment Advisory Portfolios (IAP). We are expanding our outreach team and seeking motivated individuals who are enthusiastic about starting a career in the financial services industry.

Website: https://www.clovek.in/

Salary: CTC 7 LPA + incentives & bonus Key Responsibilities:-

Conduct outbound calls to potential channel partners (IFAs, Wealth Managers, Distributors).

Identify and qualify leads for the channel sales team.

Build and maintain strong relationships with prospective partners.

Gain and communicate strong product knowledge of our IAP offerings.

Schedule meetings and presentations for the sales team.

Provide timely follow-ups and activity reports.

Capture market feedback and partner insights. Eligibility:-





1–2 years of experience in Banks/AMC/Stock Broking/NBFCs.

Strong verbal communication skills in English and regional languages.

Proficiency in MS Word & Excel.

Goal-oriented with a robust drive to meet targets.

Basic understanding of financial products is an added advantage.

Bachelor’s degree in Commerce, Economics, Finance, or related fields.

Role Value

Proposition:-

Market-competitive salary & performance incentives.

Opportunity to work with a reputed Investment Advisory firm.

Comprehensive training and professional growth.

Supportive and collaborative work environment.

Compensation will be adjusted progressively based on the candidate’s demonstrated capabilities.

📌 Relationship ManagerB (Noida)
🏢 ClovekWealth
📍 Noida