Location: Malad West, Mumbai / Ahmedabad

Experience Required: 3 To 8 Years

Compensation: Fixed Salary + Attractive Performance-Based Incentives.

Role Overview:

As a Wealth Solutions Advisor, you will play a key role in driving business growth while acting

as a trusted financial partner to clients. This role combines calling and field sales, client

relationship management, and advisory-driven selling. You will be responsible for acquiring

current clients, nurturing existing relationships, and contributing directly to the companys

revenue growth.

Key Responsibilities:
Drive business growth by sourcing recent leads through outbound calls, field activities,

referrals, and structured prospecting methods.
Market and sell insurance, mutual fund,



and health solutions in line with organizational

guidelines and client requirements.
Manage existing client portfolios through regular follow-ups, renewals, and

identification of cross-selling and upselling opportunities.
Establish and maintain long-term client relationships by assessing financial objectives

and delivering appropriate wealth solutions.
Achieve assigned monthly and quarterly revenue targets in alignment with company

sales objectives.
Maintain accurate and timely documentation of client interactions, sales activities, and

performance metrics.

📌 Field Sales Executive Ahmedabad (India)
🏢 Rekruit Desk
📍 India