Role Overview We are looking for a energetic and motivated Sales Associate to join our team The ideal candidate will be responsible for identifying and engaging with potential clients generating qualified leads and scheduling meetings for senior wealth advisors This is a high-impact role for someone who enjoys networking financial markets and helping people achieve their financial goals Key Responsibilities Identify and research prospective clients HNIs professionals business owners corporate employees etc Reach out to prospects via calls emails LinkedIn and networking events Educate potential clients about our financial products and services at a high level Fix appointments for meetings with senior advisors and wealth managers Maintain and update the CRM with accurate client data and progress status Support marketing campaigns and client acquisition initiatives Collaborate with the advisory team to ensure seamless onboarding and relationship management What We re Looking For Bachelor s degree Commerce Finance Business or related field preferred 0-3 years of experience in sales business development or financial services Strong communication and interpersonal skills Self-motivated confident and target-driven Comfortable with outreach via phone and digital channels Two-Wheeler Mandatory Job Type Full-time Pay 20 000 00 - 25 000 00 per month Benefits Cell phone reimbursement Health insurance Work Location In person

📌 Sales Associate (Kerala)
🏢 AzetAlly Wealth
📍 Kerala